Becker Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Becker Capital 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
2024 Q3	–	Sell	-46,501	Closed	-$1.56M	–	279
2024 Q2	$1.56M	Sell	46,501 -300	-0.6%	-$9.88K	0.05%	140
2024 Q1	$1.51M	Buy	46,801 +11,870	+34%	+$374K	0.05%	143
2023 Q4	$1.12M	Hold	34,931	–	–	0.04%	154
2023 Q3	$1.06M	Sell	34,931 -37,078	-51%	-$1.17M	0.04%	151
2023 Q2	$2.28M	Buy	72,009 +2,383	+3%	+$74.8K	0.09%	122
2023 Q1	$2.19M	Buy	+69,626	New	+$2.21M	0.09%	124

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Becker Capital Management's ESGE Position: Q3 2024 in Review

Becker Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 46,501 shares — an estimated $1.56M sold.

Becker Capital Management first reported a position in ESGE in Q1 2023 and held it in 6 quarters. The position peaked at $2.28M in Q2 2023. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Becker Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Becker Capital Management sold 46,501 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $1.56M.
Becker Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 6 quarters.
Becker Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $2.28M in Q2 2023.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Becker Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.