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Avidian Wealth Enterprises’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Avidian Wealth Enterprises’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
-7,267
Closed -$233K – 445
2023
Q4 		$233K Sell
7,267
-1,033
-12% -$31.9K 0.01% 382
2023
Q3 		$251K Sell
8,300
-1,821
-18% -$57.7K 0.02% 352
2023
Q2 		$320K Sell
10,121
-586
-5% -$18.4K 0.02% 332
2023
Q1 		$337K Sell
10,707
-197
-2% -$6.24K 0.02% 363
2022
Q4 		$328K Sell
10,904
-483
-4% -$14.2K 0.02% 343
2022
Q3 		$315K Sell
11,387
-2,603
-19% -$81.2K 0.02% 314
2022
Q2 		$452K Sell
13,990
-14,989
-52% -$508K 0.03% 284
2022
Q1 		$1.06M Buy
28,979
+6,201
+27% +$238K 0.07% 187
2021
Q4 		$905K Buy
22,778
+6,733
+42% +$278K 0.06% 203
2021
Q3 		$665K Sell
16,045
-12,256
-43% -$524K 0.05% 178
2021
Q2 		$1.28M Sell
28,301
-1,140
-4% -$50.5K 0.1% 115
2021
Q1 		$1.27M Sell
29,441
-1,477
-5% -$65.7K 0.11% 106
2020
Q4 		$1.3M Buy
30,918
+4,553
+17% +$177K 0.12% 98
2020
Q3 		$939K Buy
26,365
+3,790
+17% +$134K 0.11% 105
2020
Q2 		$724K Buy
+22,575
New +$678K 0.1% 106

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

Avidian Wealth Enterprises's ESGE Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 7,267 shares — an estimated $233K sold.

Avidian Wealth Enterprises first reported a position in ESGE in Q2 2020 and held it in 15 quarters. The position peaked at $1.3M in Q4 2020. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Avidian Wealth Enterprises reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,267 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $233K.
  • Avidian Wealth Enterprises first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 15 quarters.
  • Avidian Wealth Enterprises's iShares ESG Aware MSCI EM ETF position peaked at $1.3M in Q4 2020.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.