Cahill Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cahill Financial Advisors’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
2023 Q4	–	Sell	-9,786	Closed	-$296K	–	242
2023 Q3	$296K	Hold	9,786	–	–	0.05%	195
2023 Q2	$310K	Hold	9,786	–	–	0.05%	191
2023 Q1	$308K	Hold	9,786	–	–	0.05%	192
2022 Q4	$294K	Sell	9,786 -15,005	-61%	-$440K	0.06%	186
2022 Q3	$686K	Buy	24,791 +3,201	+15%	+$99.8K	0.14%	133
2022 Q2	$698K	Buy	21,590 +2,917	+16%	+$98.9K	0.15%	130
2022 Q1	$686K	Sell	18,673 -144	-0.8%	-$5.53K	0.13%	137
2021 Q4	$748K	Hold	18,817	–	–	0.14%	129
2021 Q3	$780K	Buy	+18,817	New	+$804K	0.16%	126

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cahill Financial Advisors's ESGE Position: Q4 2023 in Review

Cahill Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 9,786 shares — an estimated $296K sold.

Cahill Financial Advisors first reported a position in ESGE in Q3 2021 and held it in 9 quarters. The position peaked at $780K in Q3 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Cahill Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Cahill Financial Advisors sold 9,786 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $296K.
Cahill Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 9 quarters.
Cahill Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $780K in Q3 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Cahill Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.