CT
ESGE icon

Columbia Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Columbia Trust’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
Q4 		$246K Buy
+7,685
New +$237K 0.11% 127

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Columbia Trust's ESGE Position: Q4 2023 in Review

Columbia Trust opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023: 7,685 shares worth $246K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings.

509 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Columbia Trust held 7,685 shares of iShares ESG Aware MSCI EM ETF worth $246K as of Q4 2023.
  • iShares ESG Aware MSCI EM ETF was a new Columbia Trust position in Q4 2023.
  • iShares ESG Aware MSCI EM ETF made up 0.11% of Columbia Trust's portfolio in Q4 2023, its #127 holding.
  • 509 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.