ASFA
ESGE icon

All Season Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

All Season Financial Advisors’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
-12,865
Closed -$412K – 107
2023
Q4 		$412K Sell
12,865
-2,862
-18% -$88.3K 0.35% 75
2023
Q3 		$476K Sell
15,727
-724
-4% -$22.9K 0.48% 54
2023
Q2 		$520K Sell
16,451
-8,657
-34% -$272K 0.47% 55
2023
Q1 		$790K Sell
25,108
-1,500
-6% -$47.5K 0.72% 33
2022
Q4 		$800K Buy
+26,608
New +$780K 0.71% 33
2022
Q3 		– Sell
-10,177
Closed -$329K – 112
2022
Q2 		$329K Buy
+10,177
New +$345K 0.28% 87

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

All Season Financial Advisors's ESGE Position: Q1 2024 in Review

All Season Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 12,865 shares — an estimated $412K sold.

All Season Financial Advisors first reported a position in ESGE in Q2 2022 and held it in 6 quarters. The position peaked at $800K in Q4 2022. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • All Season Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 12,865 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $412K.
  • All Season Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 6 quarters.
  • All Season Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $800K in Q4 2022.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.