Wilbanks Smith & Thomas Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q3	–	Sell	-4,683	Closed	-$211K	–	514
2021 Q2	$211K	Sell	4,683 -714	-13%	-$31.6K	0.01%	467
2021 Q1	$234K	Buy	+5,397	New	+$240K	0.01%	427
2018 Q4	–	Sell	-1,555	Closed	-$52K	–	641
2018 Q3	$52K	Buy	+1,555	New	+$52.3K	﹤0.01%	673

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Wilbanks Smith & Thomas Asset Management's ESGE Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 4,683 shares — an estimated $211K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ESGE in Q3 2018 and held it in 3 quarters. The position peaked at $234K in Q1 2021. 478 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,683 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $211K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $234K in Q1 2021.
478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.