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

TRUADVICE’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
-10,147
Closed -$326K – 143
2022
Q2 		$326K Sell
10,147
-12,658
-56% -$429K 0.17% 111
2022
Q1 		$781K Buy
22,805
+509
+2% +$19.5K 0.44% 48
2021
Q4 		$892K Buy
22,296
+4,438
+25% +$183K 0.84% 31
2021
Q3 		$754K Sell
17,858
-23,551
-57% -$1.01M 0.69% 37
2021
Q2 		$1.71M Sell
41,409
-188
-0.5% -$8.32K 0.37% 66
2021
Q1 		$1.86M Buy
41,597
+1,392
+3% +$61.9K 0.55% 38
2020
Q4 		$1.77M Sell
40,205
-9,450
-19% -$368K 0.54% 43
2020
Q3 		$1.81M Buy
+49,655
New +$1.76M 0.74% 32

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

TRUADVICE's ESGE Position: Q3 2022 in Review

TRUADVICE sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 10,147 shares — an estimated $326K sold.

TRUADVICE first reported a position in ESGE in Q3 2020 and held it in 8 quarters. The position peaked at $1.86M in Q1 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • TRUADVICE reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • TRUADVICE sold 10,147 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $326K.
  • TRUADVICE first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 8 quarters.
  • TRUADVICE's iShares ESG Aware MSCI EM ETF position peaked at $1.86M in Q1 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on TRUADVICE's 13F filing for Q3 2022, filed 7 Nov 2022.