Cardiff Park Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cardiff Park 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
2024 Q1	–	Sell	-166	Closed	-$5.32K	–	353
2023 Q4	$5.32K	Hold	166	–	–	﹤0.01%	323
2023 Q3	$5.03K	Hold	166	–	–	﹤0.01%	302
2023 Q2	$5.25K	Hold	166	–	–	﹤0.01%	313
2023 Q1	$5.23K	Hold	166	–	–	﹤0.01%	307
2022 Q4	$4.99K	Hold	166	–	–	﹤0.01%	306
2022 Q3	$5K	Hold	166	–	–	﹤0.01%	311
2022 Q2	$5K	Hold	166	–	–	﹤0.01%	311
2022 Q1	$6K	Hold	166	–	–	﹤0.01%	312
2021 Q4	$7K	Buy	+166	New	+$6.84K	﹤0.01%	301

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cardiff Park Advisors's ESGE Position: Q1 2024 in Review

Cardiff Park Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 166 shares — an estimated $5.32K sold.

Cardiff Park Advisors first reported a position in ESGE in Q4 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Cardiff Park Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
Cardiff Park Advisors sold 166 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $5.32K.
Cardiff Park Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 9 quarters.
Cardiff Park Advisors's iShares ESG Aware MSCI EM ETF position peaked at $7K in Q4 2021.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.