TA
ESGE icon

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

TrueWealth 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
Q2 		– Sell
-5,142
Closed -$204K – 176
2022
Q1 		$204K Hold
5,142
– – 0.09% 172
2021
Q4 		$204K Sell
5,142
-1,140
-18% -$47K 0.09% 172
2021
Q3 		$260K Sell
6,282
-3,128
-33% -$134K 0.15% 112
2021
Q2 		$425K Buy
9,410
+1,879
+25% +$83.2K 0.25% 74
2021
Q1 		$329K Buy
+7,531
New +$335K 0.21% 85

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth Advisors's ESGE Position: Q2 2022 in Review

TrueWealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 5,142 shares — an estimated $204K sold.

TrueWealth Advisors first reported a position in ESGE in Q1 2021 and held it in 5 quarters. The position peaked at $425K in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • TrueWealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • TrueWealth Advisors sold 5,142 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $204K.
  • TrueWealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 5 quarters.
  • TrueWealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $425K in Q2 2021.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.