TimeScale Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TimeScale Financial’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	$44.5K	Buy	1,407 +10	+0.7%	+$314	0.01%	226
2023 Q1	$44K	Sell	1,397 -1,399	-50%	-$44.3K	0.01%	218
2022 Q4	$77.4K	Hold	2,796	–	–	0.02%	126
2022 Q3	$77K	Hold	2,796	–	–	0.02%	126
2022 Q2	$90K	Buy	2,796 +18	+0.6%	+$610	0.02%	123
2022 Q1	$102K	Hold	2,778	–	–	0.02%	128
2021 Q4	$110K	Buy	2,778 +1,532	+123%	+$63.2K	0.02%	125
2021 Q3	$52K	Buy	1,246 +414	+50%	+$17.7K	0.01%	167
2021 Q2	$38K	Buy	832 +4	+0.5%	+$177	0.01%	192
2021 Q1	$36K	Buy	828 +30	+4%	+$1.33K	0.01%	201
2020 Q4	$34K	Sell	798 -128	-14%	-$4.99K	0.01%	182
2020 Q3	$33K	Hold	926	–	–	0.01%	178
2020 Q2	$31K	Sell	926 -733	-44%	-$22K	0.01%	182
2020 Q1	$45K	Buy	+1,659	New	+$54.8K	0.01%	142

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

TimeScale Financial's ESGE Position: Q2 2023 in Review

TimeScale Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.72% in Q2 2023, buying an estimated $314 and bringing the position to 1,407 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #226.

TimeScale Financial first reported a position in ESGE in Q1 2020 and has held it in 14 quarters since. The position peaked at $110K in Q4 2021. 501 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

TimeScale Financial held 1,407 shares of iShares ESG Aware MSCI EM ETF worth $44.5K as of Q2 2023.
TimeScale Financial bought 10 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $314.
iShares ESG Aware MSCI EM ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #226 holding.
TimeScale Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 14 quarters since.
TimeScale Financial's iShares ESG Aware MSCI EM ETF position peaked at $110K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.