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Strategic Point Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Strategic Point Investment Advisors’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
Q2 		– Sell
-13,714
Closed -$504K – 30
2022
Q1 		$504K Buy
13,714
+1,655
+14% +$63.5K 0.12% 26
2021
Q4 		$479K Buy
12,059
+765
+7% +$31.5K 0.11% 23
2021
Q3 		$468K Buy
11,294
+468
+4% +$20K 0.11% 23
2021
Q2 		$489K Buy
10,826
+135
+1% +$5.98K 0.12% 23
2021
Q1 		$463K Buy
10,691
+1,821
+21% +$81K 0.12% 22
2020
Q4 		$396K Buy
+8,870
New +$346K 0.11% 22

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Point Investment Advisors's ESGE Position: Q2 2022 in Review

Strategic Point Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 13,714 shares — an estimated $504K sold.

Strategic Point Investment Advisors first reported a position in ESGE in Q4 2020 and held it in 6 quarters. The position peaked at $504K in Q1 2022. 557 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • Strategic Point Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 13,714 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $504K.
  • Strategic Point Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 6 quarters.
  • Strategic Point Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $504K in Q1 2022.
  • 557 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.