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WealthCare Investment Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WealthCare Investment Partners’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
Q3 		– Sell
-7,043
Closed -$228K – 109
2022
Q2 		$228K Sell
7,043
-1,192
-14% -$40.4K 0.2% 95
2022
Q1 		$299K Sell
8,235
-2,484
-23% -$95.4K 0.27% 78
2021
Q4 		$426K Buy
+10,719
New +$442K 0.41% 57

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WealthCare Investment Partners's ESGE Position: Q3 2022 in Review

WealthCare Investment Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 7,043 shares — an estimated $228K sold.

WealthCare Investment Partners first reported a position in ESGE in Q4 2021 and held it in 3 quarters. The position peaked at $426K in Q4 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • WealthCare Investment Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • WealthCare Investment Partners sold 7,043 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $228K.
  • WealthCare Investment Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 3 quarters.
  • WealthCare Investment Partners's iShares ESG Aware MSCI EM ETF position peaked at $426K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on WealthCare Investment Partners's 13F filing for Q3 2022, filed 17 Oct 2022.