Wipfli Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wipfli Financial Advisors’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	$101K	Buy	+3,642	New	+$114K	0.01%	718
2022 Q2	–	Sell	-7,491	Closed	-$275K	–	92
2022 Q1	$275K	Buy	+7,491	New	+$288K	0.03%	84

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's ESGE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022: 3,642 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in ESGE as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in ESGE in Q1 2022 and has held it in 2 quarters since. The position peaked at $275K in Q1 2022. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Wipfli Financial Advisors held 3,642 shares of iShares ESG Aware MSCI EM ETF worth $101K as of Q3 2022.
iShares ESG Aware MSCI EM ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares ESG Aware MSCI EM ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #718 holding.
Wipfli Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 2 quarters since.
Wipfli Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $275K in Q1 2022.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.