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Buckingham Strategic Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Buckingham Strategic Wealth’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 		$2.08M Buy
62,143
+2,930
+5% +$96.5K 0.02% 232
2024
Q1 		$1.91M Buy
59,213
+2,727
+5% +$85.9K 0.02% 248
2023
Q4 		$1.81M Buy
56,486
+17,998
+47% +$555K 0.02% 246
2023
Q3 		$1.17M Buy
38,488
+11,731
+44% +$371K 0.02% 278
2023
Q2 		$846K Buy
26,757
+2,408
+10% +$75.5K 0.01% 319
2023
Q1 		$732K Hold
24,349
– – 0.01% 312
2022
Q4 		$732K Buy
24,349
+6,638
+37% +$195K 0.01% 314
2022
Q3 		$490K Sell
17,711
-10,867
-38% -$339K 0.01% 375
2022
Q2 		$923K Buy
28,578
+14,262
+100% +$484K 0.02% 269
2022
Q1 		$526K Buy
14,316
+5,098
+55% +$196K 0.01% 358
2021
Q4 		$366K Buy
9,218
+398
+5% +$16.4K 0.01% 428
2021
Q3 		$366K Buy
+8,820
New +$377K 0.01% 420

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

Buckingham Strategic Wealth's ESGE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.9% in Q2 2024, buying an estimated $96.5K and bringing the position to 62,143 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #232.

Buckingham Strategic Wealth first reported a position in ESGE in Q3 2021 and has held it in 12 quarters since. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Buckingham Strategic Wealth held 62,143 shares of iShares ESG Aware MSCI EM ETF worth $2.08M as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,930 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $96.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #232 holding.
  • Buckingham Strategic Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 12 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.