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Appleton Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Appleton Partners’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
-6,522
Closed -$209K – 277
2023
Q4 		$209K Buy
+6,522
New +$201K 0.02% 283
2023
Q3 		– Sell
-6,422
Closed -$203K – 297
2023
Q2 		$203K Buy
6,422
+65
+1% +$2.04K 0.02% 286
2023
Q1 		$200K Buy
+6,357
New +$201K 0.02% 292
2022
Q3 		– Sell
-6,552
Closed -$212K – 295
2022
Q2 		$212K Buy
6,552
+370
+6% +$12.5K 0.02% 286
2022
Q1 		$227K Buy
6,182
+190
+3% +$7.3K 0.02% 288
2021
Q4 		$238K Buy
5,992
+130
+2% +$5.36K 0.02% 290
2021
Q3 		$243K Buy
+5,862
New +$251K 0.02% 268

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 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Appleton Partners's ESGE Position: Q1 2024 in Review

Appleton Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 6,522 shares — an estimated $209K sold.

Appleton Partners first reported a position in ESGE in Q3 2021 and held it in 7 quarters. The position peaked at $243K in Q3 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Appleton Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • Appleton Partners sold 6,522 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $209K.
  • Appleton Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 7 quarters.
  • Appleton Partners's iShares ESG Aware MSCI EM ETF position peaked at $243K in Q3 2021.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.