Blue Trust Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Blue Trust Inc’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	-9	Closed	-$288	–	2926
2024 Q2	$288	Hold	9	–	–	﹤0.01%	2647
2024 Q1	$288	Sell	9 -410	-98%	-$12.9K	﹤0.01%	2045
2023 Q4	$13K	Sell	419 -592	-59%	-$18.3K	﹤0.01%	1477
2023 Q3	$32K	Sell	1,011 -892	-47%	-$28.2K	﹤0.01%	1010
2023 Q2	$60K	Hold	1,903	–	–	﹤0.01%	643
2023 Q1	$57K	Sell	1,903 -59,434	-97%	-$1.88M	﹤0.01%	977
2022 Q4	$1.7M	Sell	61,337 -14,014	-19%	-$411K	0.03%	129
2022 Q3	$2.44M	Sell	75,351 -322,777	-81%	-$10.1M	0.04%	87
2022 Q2	$14.6M	Buy	+398,128	New	+$13.5M	0.23%	41

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

Blue Trust Inc's ESGE Position: Q3 2024 in Review

Blue Trust Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 9 shares — an estimated $288 sold.

Blue Trust Inc first reported a position in ESGE in Q2 2022 and held it in 9 quarters. The position peaked at $14.6M in Q2 2022. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Blue Trust Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 9 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $288.
Blue Trust Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 9 quarters.
Blue Trust Inc's iShares ESG Aware MSCI EM ETF position peaked at $14.6M in Q2 2022.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.