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Baystate Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$1.65M Buy
51,493
+2,258
+5% +$69.6K 0.12% 69
2023
Q3 		$1.49M Buy
49,235
+1,030
+2% +$32.6K 0.12% 64
2023
Q2 		$1.52M Sell
48,205
-478
-1% -$15K 0.13% 66
2023
Q1 		$1.53M Sell
48,683
-1,736
-3% -$55K 0.13% 66
2022
Q4 		$1.52M Buy
50,419
+5,402
+12% +$158K 0.14% 70
2022
Q3 		$1.25M Buy
45,017
+4,075
+10% +$127K 0.13% 69
2022
Q2 		$1.32M Sell
40,942
-215
-0.5% -$7.29K 0.13% 62
2022
Q1 		$1.51M Buy
41,157
+3,786
+10% +$145K 0.13% 61
2021
Q4 		$1.49M Buy
37,371
+604
+2% +$24.9K 0.13% 57
2021
Q3 		$1.52M Sell
36,767
-6,467
-15% -$276K 0.15% 48
2021
Q2 		$1.95M Buy
43,234
+10,981
+34% +$486K 0.19% 39
2021
Q1 		$1.4M Buy
32,253
+5,749
+22% +$256K 0.15% 51
2020
Q4 		$1.11M Buy
26,504
+4,611
+21% +$180K 0.13% 51
2020
Q3 		$780K Buy
21,893
+690
+3% +$24.4K 0.09% 57
2020
Q2 		$680K Buy
21,203
+754
+4% +$22.6K 0.08% 58
2020
Q1 		$560K Buy
20,449
+2,140
+12% +$70.7K 0.07% 61
2019
Q4 		$658K Buy
18,309
+937
+5% +$32.1K 0.08% 57
2019
Q3 		$565K Buy
17,372
+1,789
+11% +$58.8K 0.07% 57
2019
Q2 		$536K Buy
15,583
+487
+3% +$16.4K 0.07% 57
2019
Q1 		$525K Buy
+15,096
New +$502K 0.07% 58

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Baystate Wealth Management's ESGE Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.6% in Q4 2023, buying an estimated $69.6K and bringing the position to 51,493 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #69.

Baystate Wealth Management first reported a position in ESGE in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.95M in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Baystate Wealth Management held 51,493 shares of iShares ESG Aware MSCI EM ETF worth $1.65M as of Q4 2023.
  • Baystate Wealth Management bought 2,258 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $69.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of Baystate Wealth Management's portfolio in Q4 2023, its #69 holding.
  • Baystate Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 20 quarters since.
  • Baystate Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.95M in Q2 2021.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.