Clarius Group LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Clarius Group LLC’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 Q4	–	Sell	-7,360	Closed	-$268K	–	462
2024 Q3	$268K	Hold	7,360	–	–	0.02%	341
2024 Q2	$247K	Hold	7,360	–	–	0.02%	364
2024 Q1	$237K	Hold	7,360	–	–	0.02%	408
2023 Q4	$236K	Sell	7,360 -6,471	-47%	-$200K	0.02%	415
2023 Q3	$419K	Buy	13,831 +2,527	+22%	+$80K	0.04%	252
2023 Q2	$358K	Buy	11,304 +3,467	+44%	+$109K	0.03%	344
2023 Q1	$247K	Hold	7,837	–	–	0.02%	436
2022 Q4	$236K	Buy	+7,837	New	+$230K	0.02%	444
2022 Q3	–	Sell	-38,656	Closed	-$1.25M	–	502
2022 Q2	$1.25M	Buy	+38,656	New	+$1.31M	0.12%	105

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarius Group LLC's ESGE Position: Q4 2024 in Review

Clarius Group LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 7,360 shares — an estimated $268K sold.

Clarius Group LLC first reported a position in ESGE in Q2 2022 and held it in 9 quarters. The position peaked at $1.25M in Q2 2022. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

Clarius Group LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
Clarius Group LLC sold 7,360 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $268K.
Clarius Group LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 9 quarters.
Clarius Group LLC's iShares ESG Aware MSCI EM ETF position peaked at $1.25M in Q2 2022.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Clarius Group LLC's 13F filing for Q4 2024, filed 16 Jan 2025.