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Benjamin F. Edwards & Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$103K Sell
3,079
-88
-3% -$2.9K ﹤0.01% 1103
2024
Q1 		$102K Buy
3,167
+169
+6% +$5.33K ﹤0.01% 1092
2023
Q4 		$96K Sell
2,998
-15,561
-84% -$480K ﹤0.01% 1078
2023
Q3 		$562K Buy
18,559
+476
+3% +$15.1K 0.02% 490
2023
Q2 		$572K Sell
18,083
-3,976
-18% -$125K 0.02% 475
2023
Q1 		$694K Buy
22,059
+11,864
+116% +$376K 0.03% 409
2022
Q4 		$307K Sell
10,195
-130
-1% -$3.81K 0.01% 595
2022
Q3 		$286K Sell
10,325
-4,597
-31% -$143K 0.01% 564
2022
Q2 		$482K Buy
14,922
+783
+6% +$26.5K 0.02% 453
2022
Q1 		$519K Buy
14,139
+7,203
+104% +$277K 0.02% 458
2021
Q4 		$276K Sell
6,936
-3,069
-31% -$127K 0.01% 598
2021
Q3 		$415K Sell
10,005
-628
-6% -$26.8K 0.02% 485
2021
Q2 		$480K Buy
10,633
+2,211
+26% +$97.9K 0.02% 453
2021
Q1 		$365K Sell
8,422
-268
-3% -$11.9K 0.02% 528
2020
Q4 		$365K Buy
8,690
+8,179
+1,601% +$319K 0.02% 500
2020
Q3 		$18K Buy
+511
New +$18.1K ﹤0.01% 1138

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's ESGE Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.8% in Q2 2024, selling an estimated $2.9K and leaving 3,079 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Benjamin F. Edwards & Company first reported a position in ESGE in Q3 2020 and has held it in 16 quarters since. The position peaked at $694K in Q1 2023. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,079 shares of iShares ESG Aware MSCI EM ETF worth $103K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 88 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $2.9K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1103 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 16 quarters since.
  • Benjamin F. Edwards & Company's iShares ESG Aware MSCI EM ETF position peaked at $694K in Q1 2023.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.