SIM
ESGE icon

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

Studio 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
2022
Q3 		– Sell
-270
Closed -$9K – 174
2022
Q2 		$9K Buy
+270
New +$9.15K ﹤0.01% 167

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Studio Investment Management's ESGE Position: Q3 2022 in Review

Studio Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 270 shares — an estimated $9K sold.

Studio Investment Management first reported a position in ESGE in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Studio Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Studio Investment Management sold 270 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $9K.
  • Studio Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 1 quarter.
  • Studio Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $9K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Studio Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.