Brown, Lisle/Cummings’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brown, Lisle/Cummings’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	-80	Closed	-$2.68K	–	626
2024 Q2	$2.68K	Hold	80	–	–	﹤0.01%	549
2024 Q1	$2.58K	Hold	80	–	–	﹤0.01%	513
2023 Q4	$2.56K	Hold	80	–	–	﹤0.01%	528
2023 Q3	$2.42K	Hold	80	–	–	﹤0.01%	505
2023 Q2	$2.53K	Hold	80	–	–	﹤0.01%	509
2023 Q1	$2.52K	Hold	80	–	–	﹤0.01%	489
2022 Q4	$2.41K	Hold	80	–	–	﹤0.01%	473
2022 Q3	$2.21K	Hold	80	–	–	﹤0.01%	466
2022 Q2	$2.58K	Hold	80	–	–	﹤0.01%	439
2022 Q1	$2.94K	Hold	80	–	–	﹤0.01%	447
2021 Q4	$3.18K	Buy	+80	New	+$3.3K	﹤0.01%	423

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

Brown, Lisle/Cummings's ESGE Position: Q3 2024 in Review

Brown, Lisle/Cummings sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 80 shares — an estimated $2.68K sold.

Brown, Lisle/Cummings first reported a position in ESGE in Q4 2021 and held it in 11 quarters. The position peaked at $3.18K in Q4 2021. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Brown, Lisle/Cummings reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Brown, Lisle/Cummings sold 80 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $2.68K.
Brown, Lisle/Cummings first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 11 quarters.
Brown, Lisle/Cummings's iShares ESG Aware MSCI EM ETF position peaked at $3.18K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2024, filed 18 Oct 2024.