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Stratos Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stratos Investment Management’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
2021
Q4 		– Sell
-9,065
Closed -$376K – 200
2021
Q3 		$376K Buy
+9,065
New +$387K 0.07% 169

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LPL Financial
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PP
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PCA
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BlackRock
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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Investment Management's ESGE Position: Q4 2021 in Review

Stratos Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 9,065 shares — an estimated $376K sold.

Stratos Investment Management first reported a position in ESGE in Q3 2021 and held it in 1 quarter. The position peaked at $376K in Q3 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • Stratos Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
  • Stratos Investment Management sold 9,065 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $376K.
  • Stratos Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 1 quarter.
  • Stratos Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $376K in Q3 2021.
  • 548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Stratos Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.