Advanced Research Investment Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advanced Research Investment Solutions’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	-32,743	Closed	-$1.05M	–	7
2023 Q4	$1.05M	Sell	32,743 -2,176	-6%	-$67.1K	0.66%	12
2023 Q3	$1.06M	Sell	34,919 -1,038	-3%	-$32.9K	0.69%	13
2023 Q2	$1.14M	Sell	35,957 -61	-0.2%	-$1.91K	0.66%	13
2023 Q1	$1.13M	Sell	36,018 -2,993	-8%	-$94.8K	0.65%	14
2022 Q4	$1.17M	Buy	39,011 +18,452	+90%	+$541K	0.74%	13
2022 Q3	$569K	Sell	20,559 -3,831	-16%	-$120K	0.35%	16
2022 Q2	$788K	Buy	24,390 +209	+0.9%	+$7.09K	0.44%	15
2022 Q1	$888K	Buy	+24,181	New	+$928K	0.37%	20

Other funds holding ESGE

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Advanced Research Investment Solutions's ESGE Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 32,743 shares — an estimated $1.05M sold.

Advanced Research Investment Solutions first reported a position in ESGE in Q1 2022 and held it in 8 quarters. The position peaked at $1.17M in Q4 2022. 494 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Advanced Research Investment Solutions reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 32,743 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $1.05M.
Advanced Research Investment Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 8 quarters.
Advanced Research Investment Solutions's iShares ESG Aware MSCI EM ETF position peaked at $1.17M in Q4 2022.
494 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.