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Wealth Advisory Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealth Advisory Solutions’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
2023
Q1 		– Sell
-33,387
Closed -$1M – 131
2022
Q4 		$1M Hold
33,387
– – 0.27% 78
2022
Q3 		$924K Buy
+33,387
New +$1.04M 0.26% 81

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TF
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Morgan Stanley
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Northern Trust
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Betterment LLC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Advisory Solutions's ESGE Position: Q1 2023 in Review

Wealth Advisory Solutions sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 33,387 shares — an estimated $1M sold.

Wealth Advisory Solutions first reported a position in ESGE in Q3 2022 and held it in 2 quarters. The position peaked at $1M in Q4 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Wealth Advisory Solutions reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 33,387 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $1M.
  • Wealth Advisory Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 2 quarters.
  • Wealth Advisory Solutions's iShares ESG Aware MSCI EM ETF position peaked at $1M in Q4 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Wealth Advisory Solutions's 13F filing for Q1 2023, filed 15 May 2023.