Walkner Condon Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Walkner Condon Financial 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 Q4	–	Sell	-5,295	Closed	-$220K	–	129
2021 Q3	$220K	Sell	5,295 -287	-5%	-$12.3K	0.11%	129
2021 Q2	$252K	Buy	5,582 +6	+0.1%	+$266	0.09%	144
2021 Q1	$241K	Sell	5,576 -1,511	-21%	-$67.2K	0.09%	150
2020 Q4	$298K	Buy	+7,087	New	+$276K	0.13%	106
2020 Q1	–	Sell	-7,562	Closed	-$272K	–	57
2019 Q4	$272K	Buy	+7,562	New	+$259K	0.26%	55

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Walkner Condon Financial Advisors's ESGE Position: Q4 2021 in Review

Walkner Condon Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 5,295 shares — an estimated $220K sold.

Walkner Condon Financial Advisors first reported a position in ESGE in Q4 2019 and held it in 5 quarters. The position peaked at $298K in Q4 2020. 550 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Walkner Condon Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 5,295 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $220K.
Walkner Condon Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 5 quarters.
Walkner Condon Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $298K in Q4 2020.
550 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.