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Strengthening Families & Communities LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Strengthening Families & Communities LLC’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
2023
Q1 		– Sell
-180
Closed -$5K – 372
2022
Q4 		$5K Hold
180
– – ﹤0.01% 273
2022
Q3 		$4K Hold
180
– – ﹤0.01% 415
2022
Q2 		$7K Hold
180
– – ﹤0.01% 265
2022
Q1 		$7K Hold
180
– – ﹤0.01% 264
2021
Q4 		$7 Buy
+180
New +$7.42K ﹤0.01% 204

Other funds holding ESGE

Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strengthening Families & Communities LLC's ESGE Position: Q1 2023 in Review

Strengthening Families & Communities LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 180 shares — an estimated $5K sold.

Strengthening Families & Communities LLC first reported a position in ESGE in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Strengthening Families & Communities LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 180 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $5K.
  • Strengthening Families & Communities LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 5 quarters.
  • Strengthening Families & Communities LLC's iShares ESG Aware MSCI EM ETF position peaked at $7K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2023, filed 4 May 2023.