VWA
ESGE icon

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

Visionary 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
2021
Q1 		– Sell
-8,358
Closed -$351K – 318
2020
Q4 		$351K Sell
8,358
-84,796
-91% -$3.31M 0.04% 215
2020
Q3 		$3.32M Sell
93,154
-5,502
-6% -$195K 0.47% 56
2020
Q2 		$3.17M Buy
+98,656
New +$2.96M 0.48% 54

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Visionary Wealth Advisors's ESGE Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021, closing a stake of 8,358 shares — an estimated $351K sold.

Visionary Wealth Advisors first reported a position in ESGE in Q2 2020 and held it in 3 quarters. The position peaked at $3.32M in Q3 2020. 451 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

  • Visionary Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,358 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $351K.
  • Visionary Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 3 quarters.
  • Visionary Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.32M in Q3 2020.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.