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

Clearstead 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
2023
Q3 		– Sell
-2,342
Closed -$74.1K – 1490
2023
Q2 		$74.1K Buy
2,342
+12
+0.5% +$376 ﹤0.01% 643
2023
Q1 		$73.3K Hold
2,330
– – 0.01% 574
2022
Q4 		$70.1K Sell
2,330
-6,024
-72% -$177K 0.01% 571
2022
Q3 		$231K Buy
8,354
+4,955
+146% +$155K 0.02% 348
2022
Q2 		$110K Buy
+3,399
New +$115K 0.01% 485

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's ESGE Position: Q3 2023 in Review

Clearstead Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 2,342 shares — an estimated $74.1K sold.

Clearstead Advisors first reported a position in ESGE in Q2 2022 and held it in 5 quarters. The position peaked at $231K in Q3 2022. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

  • Clearstead Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 2,342 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $74.1K.
  • Clearstead Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 5 quarters.
  • Clearstead Advisors's iShares ESG Aware MSCI EM ETF position peaked at $231K in Q3 2022.
  • 492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.