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ABLE Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

ABLE Financial 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
2024
Q2 		– Sell
-7,533
Closed -$243K – 177
2024
Q1 		$243K Buy
7,533
+299
+4% +$9.42K 0.1% 139
2023
Q4 		$232K Buy
7,234
+72
+1% +$2.22K 0.1% 136
2023
Q3 		$217K Sell
7,162
-838
-10% -$26.5K 0.11% 127
2023
Q2 		$253K Buy
8,000
+1,359
+20% +$42.6K 0.13% 116
2023
Q1 		$209K Buy
+6,641
New +$210K 0.14% 123

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ABLE Financial Group's ESGE Position: Q2 2024 in Review

ABLE Financial Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 7,533 shares — an estimated $243K sold.

ABLE Financial Group first reported a position in ESGE in Q1 2023 and held it in 5 quarters. The position peaked at $253K in Q2 2023. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • ABLE Financial Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • ABLE Financial Group sold 7,533 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $243K.
  • ABLE Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 5 quarters.
  • ABLE Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $253K in Q2 2023.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on ABLE Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.