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

V 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 Q2	–	Sell	-46,697	Closed	-$1.72M	–	422
2022 Q1	$1.72M	Buy	46,697 +38,887	+498%	+$1.49M	0.27%	83
2021 Q4	$310K	Sell	7,810 -1,890	-19%	-$77.9K	0.05%	352
2021 Q3	$402K	Sell	9,700 -2,186	-18%	-$93.4K	0.06%	303
2021 Q2	$537K	Buy	11,886 +3,171	+36%	+$140K	0.09%	258
2021 Q1	$377K	Buy	8,715 +1,183	+16%	+$52.6K	0.07%	302
2020 Q4	$316K	Sell	7,532 -471	-6%	-$18.4K	0.07%	297
2020 Q3	$285K	Sell	8,003 -15,577	-66%	-$552K	0.2%	131
2020 Q2	$756K	Buy	23,580 +14,850	+170%	+$446K	0.2%	127
2020 Q1	$239K	Buy	+8,730	New	+$288K	0.07%	261

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

V Wealth Advisors's ESGE Position: Q2 2022 in Review

V Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 46,697 shares — an estimated $1.72M sold.

V Wealth Advisors first reported a position in ESGE in Q1 2020 and held it in 9 quarters. The position peaked at $1.72M in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

V Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 46,697 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $1.72M.
V Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 9 quarters.
V Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.72M in Q1 2022.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

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