tru Independence’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

tru Independence’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 Q3	–	Sell	-4,219	Closed	-$190K	–	236
2021 Q2	$190K	Buy	+4,219	New	+$187K	0.06%	88
2021 Q1	–	Sell	-3,838	Closed	-$161K	–	425
2020 Q4	$161K	Buy	+3,838	New	+$150K	0.29%	35
2020 Q3	–	Sell	-3,838	Closed	-$123	–	492
2020 Q2	$123	Buy	+3,838	New	+$115K	0.02%	284

Other funds holding ESGE

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

tru Independence's ESGE Position: Q3 2021 in Review

tru Independence sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 4,219 shares — an estimated $190K sold.

tru Independence first reported a position in ESGE in Q2 2020 and held it in 3 quarters. The position peaked at $190K in Q2 2021. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

tru Independence reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 4,219 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $190K.
tru Independence first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 3 quarters.
tru Independence's iShares ESG Aware MSCI EM ETF position peaked at $190K in Q2 2021.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.