ZIG
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Zullo Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Zullo Investment Group’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
-764
Closed -$23K – 313
2022
Q4 		$23K Sell
764
-36
-5% -$1.05K 0.01% 378
2022
Q3 		$22K Sell
800
-22
-3% -$686 0.01% 378
2022
Q2 		$27K Sell
822
-366
-31% -$12.4K 0.02% 356
2022
Q1 		$44K Sell
1,188
-12
-1% -$461 0.02% 314
2021
Q4 		$48K Buy
+1,200
New +$49.5K 0.02% 311

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zullo Investment Group's ESGE Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 764 shares — an estimated $23K sold.

Zullo Investment Group first reported a position in ESGE in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q4 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 764 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $23K.
  • Zullo Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $48K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.