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Wagner Wealth Management (South Carolina)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-293
Closed -$8K – 387
2022
Q3 		$8K Hold
293
– – 0.01% 447
2022
Q2 		$9K Buy
+293
New +$9.94K 0.01% 453

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ESGE Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 293 shares — an estimated $8K sold.

Wagner Wealth Management (South Carolina) first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 293 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $8K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares ESG Aware MSCI EM ETF position peaked at $9K in Q2 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.