Acorn Financial Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-7,790	Closed	-$250K	–	221
2023 Q4	$250K	Sell	7,790 -405	-5%	-$12.5K	0.04%	219
2023 Q3	$248K	Hold	8,195	–	–	0.04%	210
2023 Q2	$259K	Sell	8,195 -408	-5%	-$12.8K	0.05%	210
2023 Q1	$271K	Hold	8,603	–	–	0.05%	185
2022 Q4	$259K	Sell	8,603 -261	-3%	-$7.65K	0.05%	183
2022 Q3	$245K	Sell	8,864 -369	-4%	-$11.5K	0.06%	182
2022 Q2	$298K	Sell	9,233 -2,609	-22%	-$88.5K	0.07%	165
2022 Q1	$435K	Sell	11,842 -773	-6%	-$29.7K	0.09%	146
2021 Q4	$501K	Sell	12,615 -440	-3%	-$18.1K	0.1%	131
2021 Q3	$541K	Sell	13,055 -67	-0.5%	-$2.86K	0.17%	126
2021 Q2	$592K	Buy	13,122 +4,797	+58%	+$212K	0.17%	131
2021 Q1	$361K	Buy	8,325 +2,994	+56%	+$133K	0.13%	151
2020 Q4	$224K	Buy	+5,331	New	+$208K	0.09%	206

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Acorn Financial Advisory Services's ESGE Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 7,790 shares — an estimated $250K sold.

Acorn Financial Advisory Services first reported a position in ESGE in Q4 2020 and held it in 13 quarters. The position peaked at $592K in Q2 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 7,790 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $250K.
Acorn Financial Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 13 quarters.
Acorn Financial Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $592K in Q2 2021.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.