TRUE Private Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TRUE Private 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
2022 Q3	–	Sell	-57,752	Closed	-$1.86M	–	227
2022 Q2	$1.86M	Sell	57,752 -11,856	-17%	-$402K	0.27%	56
2022 Q1	$2.42M	Sell	69,608 -827	-1%	-$31.8K	0.34%	54
2021 Q4	$2.8M	Buy	70,435 +506	+0.7%	+$20.9K	0.4%	53
2021 Q3	$2.9M	Sell	69,929 -8,678	-11%	-$371K	0.42%	43
2021 Q2	$3.55M	Buy	78,607 +12,578	+19%	+$557K	0.53%	32
2021 Q1	$2.86M	Sell	66,029 -2,226	-3%	-$99K	0.46%	38
2020 Q4	$2.87M	Sell	68,255 -6,109	-8%	-$238K	0.48%	33
2020 Q3	$2.65M	Sell	74,364 -3,741	-5%	-$133K	0.45%	36
2020 Q2	$2.5M	Buy	78,105 +41,505	+113%	+$1.25M	0.46%	39
2020 Q1	$1M	Buy	36,600 +36,049	+6,542%	+$1.19M	0.21%	65
2019 Q4	$19K	Buy	+551	New	+$18.9K	﹤0.01%	500

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRUE Private Wealth Advisors's ESGE Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 57,752 shares — an estimated $1.86M sold.

TRUE Private Wealth Advisors first reported a position in ESGE in Q4 2019 and held it in 11 quarters. The position peaked at $3.55M in Q2 2021. 532 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 57,752 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $1.86M.
TRUE Private Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 11 quarters.
TRUE Private Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.55M in Q2 2021.
532 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.