Stonebridge Financial Planning Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stonebridge Financial Planning Group’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,265	Closed	-$49K	–	182
2021 Q4	$49K	Hold	1,265	–	–	0.03%	220
2021 Q3	$53K	Sell	1,265 -110	-8%	-$4.7K	0.03%	216
2021 Q2	$61K	Hold	1,375	–	–	0.03%	193
2021 Q1	$59K	Buy	1,375 +1,280	+1,347%	+$56.9K	0.03%	197
2020 Q4	$4K	Hold	95	–	–	﹤0.01%	369
2020 Q3	$4K	Hold	95	–	–	﹤0.01%	359
2020 Q2	$3K	Hold	95	–	–	﹤0.01%	367
2020 Q1	$3K	Buy	+95	New	+$3.14K	﹤0.01%	380

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Stonebridge Financial Planning Group's ESGE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 1,265 shares — an estimated $49K sold.

Stonebridge Financial Planning Group first reported a position in ESGE in Q1 2020 and held it in 8 quarters. The position peaked at $61K in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,265 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $49K.
Stonebridge Financial Planning Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 8 quarters.
Stonebridge Financial Planning Group's iShares ESG Aware MSCI EM ETF position peaked at $61K in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.