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

WCG 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
Q4 		– Sell
-9,173
Closed -$254K – 191
2022
Q3 		$254K Sell
9,173
-535
-6% -$16.7K 0.03% 243
2022
Q2 		$314K Buy
+9,708
New +$329K 0.04% 206

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
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

WCG Wealth Advisors's ESGE Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 9,173 shares — an estimated $254K sold.

WCG Wealth Advisors first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $314K in Q2 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • WCG Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 9,173 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $254K.
  • WCG Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $314K in Q2 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.