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Advus Financial Partners, LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advus Financial Partners, LLC’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
2023
Q1 		– Sell
-18,453
Closed -$555K – 150
2022
Q4 		$555K Sell
18,453
-7,961
-30% -$233K 0.24% 60
2022
Q3 		$731K Sell
26,414
-3,320
-11% -$104K 0.39% 42
2022
Q2 		$961K Buy
29,734
+10,434
+54% +$354K 0.51% 34
2022
Q1 		$709K Buy
+19,300
New +$741K 0.36% 44

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advus Financial Partners, LLC's ESGE Position: Q1 2023 in Review

Advus Financial Partners, LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 18,453 shares — an estimated $555K sold.

Advus Financial Partners, LLC first reported a position in ESGE in Q1 2022 and held it in 4 quarters. The position peaked at $961K in Q2 2022. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Advus Financial Partners, LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 18,453 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $555K.
  • Advus Financial Partners, LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 4 quarters.
  • Advus Financial Partners, LLC's iShares ESG Aware MSCI EM ETF position peaked at $961K in Q2 2022.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2023, filed 25 Aug 2026.