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Wintrust Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wintrust Investments’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
-66,232
Closed -$2.87M – 423
2021
Q1 		$2.87M Buy
+66,232
New +$2.95M 0.3% 66
2020
Q4 		– Sell
-68,301
Closed -$2.43M – 233
2020
Q3 		$2.43M Buy
68,301
+12,513
+22% +$443K 0.33% 66
2020
Q2 		$1.79M Sell
55,788
-11,435
-17% -$343K 0.25% 75
2020
Q1 		$1.84M Buy
+67,223
New +$2.22M 0.3% 65

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Wintrust Investments's ESGE Position: Q2 2021 in Review

Wintrust Investments sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 66,232 shares — an estimated $2.87M sold.

Wintrust Investments first reported a position in ESGE in Q1 2020 and held it in 4 quarters. The position peaked at $2.87M in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Wintrust Investments reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Wintrust Investments sold 66,232 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $2.87M.
  • Wintrust Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 4 quarters.
  • Wintrust Investments's iShares ESG Aware MSCI EM ETF position peaked at $2.87M in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Wintrust Investments's 13F filing for Q2 2021, filed 10 Aug 2021.