U.S. Capital Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-128	Closed	-$3.85K	–	908
2022 Q4	$3.85K	Buy	+128	New	+$3.75K	﹤0.01%	1428

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's ESGE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 128 shares — an estimated $3.85K sold.

U.S. Capital Wealth Advisors first reported a position in ESGE in Q4 2022 and held it in 1 quarter. The position peaked at $3.85K in Q4 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 128 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $3.85K.
U.S. Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.85K in Q4 2022.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.