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Wealthcare Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-91
Closed -$4K – 263
2021
Q1 		$4K Buy
+91
New +$4.05K ﹤0.01% 419

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PP
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LPL Financial
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Carson Wealth (CWM LLC)
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BlackRock
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VMPIC
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Osaic Holdings
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PAS
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Wealthcare Capital Management's ESGE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 91 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in ESGE in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 91 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $4K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.