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

Cetera 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 		$925K Buy
28,704
+16,187
+129% +$510K 0.01% 1202
2023
Q4 		$401K Sell
12,517
-24,776
-66% -$764K 0.01% 1260
2023
Q3 		$1.13M Sell
37,293
-2,820
-7% -$89.3K 0.02% 679
2023
Q2 		$1.27M Sell
40,113
-5,219
-12% -$164K 0.02% 634
2023
Q1 		$1.43M Buy
45,332
+1,908
+4% +$60.5K 0.02% 564
2022
Q4 		$1.31M Buy
43,424
+17,426
+67% +$511K 0.02% 566
2022
Q3 		$719K Buy
25,998
+2,804
+12% +$87.5K 0.02% 629
2022
Q2 		$749K Sell
23,194
-92,853
-80% -$3.15M 0.02% 675
2022
Q1 		$4.26M Buy
116,047
+14,703
+15% +$565K 0.09% 247
2021
Q4 		$4.03M Sell
101,344
-5,348
-5% -$220K 0.08% 249
2021
Q3 		$4.42M Sell
106,692
-65,342
-38% -$2.79M 0.09% 240
2021
Q2 		$7.77M Buy
172,034
+18,269
+12% +$809K 0.18% 119
2021
Q1 		$6.66M Buy
153,765
+2,099
+1% +$93.3K 0.18% 119
2020
Q4 		$6.37M Buy
151,666
+107,667
+245% +$4.2M 0.2% 104
2020
Q3 		$1.57M Buy
43,999
+6,662
+18% +$236K 0.06% 287
2020
Q2 		$1.2M Buy
37,337
+12,267
+49% +$368K 0.05% 325
2020
Q1 		$686K Buy
+25,070
New +$828K 0.04% 392
2019
Q2 		– Sell
-465
Closed -$16K – 998
2019
Q1 		$16K Buy
+465
New +$15.5K ﹤0.01% 1095

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 Advisors's ESGE Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 129% in Q1 2024, buying an estimated $510K and bringing the position to 28,704 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #1202.

Cetera Advisors first reported a position in ESGE in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.77M in Q2 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Cetera Advisors held 28,704 shares of iShares ESG Aware MSCI EM ETF worth $925K as of Q1 2024.
  • Cetera Advisors bought 16,187 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $510K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1202 holding.
  • Cetera Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 18 quarters since.
  • Cetera Advisors's iShares ESG Aware MSCI EM ETF position peaked at $7.77M in Q2 2021.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

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