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

Cambridge Trust’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
Q1 		$5.44M Buy
168,757
+161,426
+2,202% +$5.09M 0.21% 90
2023
Q4 		$235K Buy
7,331
+230
+3% +$7.09K 0.01% 250
2023
Q3 		$215K Buy
7,101
+970
+16% +$30.7K 0.01% 250
2023
Q2 		$194K Buy
6,131
+1,453
+31% +$45.6K 0.01% 274
2023
Q1 		$147K Buy
4,678
+73
+2% +$2.31K 0.01% 310
2022
Q4 		$138K Sell
4,605
-3,365
-42% -$98.6K 0.01% 325
2022
Q3 		$221K Buy
7,970
+2,605
+49% +$81.3K 0.01% 260
2022
Q2 		$173K Sell
5,365
-9,086
-63% -$308K 0.01% 313
2022
Q1 		$531K Buy
14,451
+306
+2% +$11.8K 0.02% 208
2021
Q4 		$562K Buy
14,145
+1,141
+9% +$47K 0.02% 214
2021
Q3 		$539K Buy
13,004
+7,667
+144% +$328K 0.02% 176
2021
Q2 		$241K Sell
5,337
-4,399
-45% -$195K 0.01% 249
2021
Q1 		$422K Buy
+9,736
New +$433K 0.02% 189

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cambridge Trust's ESGE Position: Q1 2024 in Review

Cambridge Trust increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2,202% in Q1 2024, buying an estimated $5.09M and bringing the position to 168,757 shares worth $5.44M. The position accounts for 0.21% of the portfolio, ranked #90.

Cambridge Trust first reported a position in ESGE in Q1 2021 and has held it in 13 quarters since. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Cambridge Trust held 168,757 shares of iShares ESG Aware MSCI EM ETF worth $5.44M as of Q1 2024.
  • Cambridge Trust bought 161,426 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $5.09M.
  • iShares ESG Aware MSCI EM ETF made up 0.21% of Cambridge Trust's portfolio in Q1 2024, its #90 holding.
  • Cambridge Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 13 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.