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Cetera Advisor Networks’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cetera Advisor Networks’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 		$2.43M Sell
75,514
-3,550
-4% -$112K 0.01% 934
2023
Q4 		$2.53M Sell
79,064
-99,209
-56% -$3.06M 0.01% 858
2023
Q3 		$5.4M Buy
178,273
+30,831
+21% +$976K 0.03% 486
2023
Q2 		$4.66M Sell
147,442
-33,891
-19% -$1.06M 0.03% 517
2023
Q1 		$5.71M Buy
181,333
+69,723
+62% +$2.21M 0.04% 429
2022
Q4 		$3.36M Buy
111,610
+69,395
+164% +$2.03M 0.03% 601
2022
Q3 		$1.17M Sell
42,215
-13,339
-24% -$416K 0.01% 809
2022
Q2 		$1.79M Sell
55,554
-53,203
-49% -$1.8M 0.02% 626
2022
Q1 		$4M Sell
108,757
-47,381
-30% -$1.82M 0.05% 377
2021
Q4 		$6.21M Sell
156,138
-56,742
-27% -$2.34M 0.08% 267
2021
Q3 		$8.82M Sell
212,880
-5,464
-3% -$234K 0.12% 178
2021
Q2 		$9.86M Buy
218,344
+116,491
+114% +$5.16M 0.14% 157
2021
Q1 		$4.41M Buy
101,853
+36,835
+57% +$1.64M 0.09% 213
2020
Q4 		$2.73M Buy
65,018
+23,285
+56% +$908K 0.06% 275
2020
Q3 		$1.49M Buy
41,733
+6,605
+19% +$234K 0.04% 367
2020
Q2 		$1.13M Buy
35,128
+25,734
+274% +$773K 0.03% 437
2020
Q1 		$257K Sell
9,394
-1,277
-12% -$42.2K 0.01% 872
2019
Q4 		$384K Sell
10,671
-400
-4% -$13.7K 0.01% 847
2019
Q3 		$358K Buy
11,071
+386
+4% +$12.7K 0.01% 849
2019
Q2 		$363K Buy
10,685
+1,799
+20% +$60.7K 0.01% 815
2019
Q1 		$303K Buy
8,886
+1,459
+20% +$48.5K 0.01% 869
2018
Q4 		$227K Sell
7,427
-975
-12% -$30.7K 0.01% 886
2018
Q3 		$283K Buy
+8,402
New +$283K 0.01% 895

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

Cetera Advisor Networks's ESGE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.5% in Q1 2024, selling an estimated $112K and leaving 75,514 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #934.

Cetera Advisor Networks first reported a position in ESGE in Q3 2018 and has held it in 23 quarters since. The position peaked at $9.86M in Q2 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Cetera Advisor Networks held 75,514 shares of iShares ESG Aware MSCI EM ETF worth $2.43M as of Q1 2024.
  • Cetera Advisor Networks sold 3,550 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $112K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #934 holding.
  • Cetera Advisor Networks first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 23 quarters since.
  • Cetera Advisor Networks's iShares ESG Aware MSCI EM ETF position peaked at $9.86M in Q2 2021.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.