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

BBJS 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 Q3	$140K	Hold	3,835	–	–	0.05%	54
2024 Q2	$129K	Sell	3,835 -840	-18%	-$27.7K	0.05%	57
2024 Q1	$151K	Hold	4,675	–	–	0.05%	53
2023 Q4	$150K	Buy	4,675 +91	+2%	+$2.81K	0.05%	56
2023 Q3	$139K	Buy	4,584 +263	+6%	+$8.33K	0.05%	58
2023 Q2	$137K	Buy	4,321 +31	+0.7%	+$972	0.05%	55
2023 Q1	$135K	Sell	4,290 -200	-4%	-$6.34K	0.06%	56
2022 Q4	$135K	Buy	+4,490	New	+$132K	0.06%	61

Other funds holding ESGE

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBJS Financial Advisors's ESGE Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2024 at 3,835 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #54.

BBJS Financial Advisors first reported a position in ESGE in Q4 2022 and has held it in 8 quarters since. The position peaked at $151K in Q1 2024. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

BBJS Financial Advisors held 3,835 shares of iShares ESG Aware MSCI EM ETF worth $140K as of Q3 2024.
BBJS Financial Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2024.
iShares ESG Aware MSCI EM ETF made up 0.05% of BBJS Financial Advisors's portfolio in Q3 2024, its #54 holding.
BBJS Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $151K in Q1 2024.
500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.