Ten Capital Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-416	Closed	-$13.1K	–	287
2023 Q1	$13.1K	Buy	416 +11	+3%	+$349	﹤0.01%	344
2022 Q4	$12.2K	Hold	405	–	–	﹤0.01%	288
2022 Q3	$11K	Sell	405 -116	-22%	-$3.62K	0.01%	291
2022 Q2	$17K	Hold	521	–	–	0.01%	216
2022 Q1	$19K	Sell	521 -1,065	-67%	-$40.9K	0.01%	224
2021 Q4	$63K	Buy	1,586 +116	+8%	+$4.78K	0.03%	115
2021 Q3	$61K	Hold	1,470	–	–	0.03%	120
2021 Q2	$66K	Hold	1,470	–	–	0.02%	165
2021 Q1	$63K	Buy	+1,470	New	+$65.4K	0.02%	163

Other funds holding ESGE

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ten Capital Wealth Advisors's ESGE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 416 shares — an estimated $13.1K sold.

Ten Capital Wealth Advisors first reported a position in ESGE in Q1 2021 and held it in 9 quarters. The position peaked at $66K in Q2 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 416 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $13.1K.
Ten Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 9 quarters.
Ten Capital Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $66K in Q2 2021.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.