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Belpointe Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Belpointe Asset 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
-10,657
Closed -$357K – 947
2024
Q2 		$357K Buy
+10,657
New +$351K 0.02% 534
2023
Q2 		– Sell
-5,518
Closed -$174K – 1405
2023
Q1 		$174K Buy
5,518
+842
+18% +$26.7K 0.01% 1008
2022
Q4 		$141K Sell
4,676
-7,669
-62% -$225K 0.01% 1054
2022
Q3 		$342K Buy
12,345
+933
+8% +$29.1K 0.02% 645
2022
Q2 		$369K Buy
11,412
+6,100
+115% +$207K 0.02% 609
2022
Q1 		$195K Buy
5,312
+427
+9% +$16.4K 0.01% 922
2021
Q4 		$195K Sell
4,885
-1,260
-21% -$51.9K 0.01% 906
2021
Q3 		$254K Buy
6,145
+1,663
+37% +$71.1K 0.02% 764
2021
Q2 		$202K Buy
4,482
+203
+5% +$8.99K 0.01% 830
2021
Q1 		$185K Buy
4,279
+1,053
+33% +$46.8K 0.02% 779
2020
Q4 		$135K Buy
+3,226
New +$126K 0.01% 838
2020
Q2 		– Sell
-19,091
Closed -$523K – 744
2020
Q1 		$523K Buy
+19,091
New +$630K 0.09% 237

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belpointe Asset Management's ESGE Position: Q3 2024 in Review

Belpointe Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 10,657 shares — an estimated $357K sold.

Belpointe Asset Management first reported a position in ESGE in Q1 2020 and held it in 12 quarters. The position peaked at $523K in Q1 2020. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Belpointe Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 10,657 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $357K.
  • Belpointe Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 12 quarters.
  • Belpointe Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $523K in Q1 2020.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.