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

Column Capital 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 		$190K Hold
6,290
– – 0.03% 149
2023
Q2 		$199K Hold
6,290
– – 0.03% 144
2023
Q1 		$198K Buy
+6,290
New +$199K 0.03% 143

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 22.96% 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

Column Capital Advisors's ESGE Position: Q3 2023 in Review

Column Capital Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2023 at 6,290 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #149.

Column Capital Advisors first reported a position in ESGE in Q1 2023 and has held it in 3 quarters since. The position peaked at $199K in Q2 2023. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

  • Column Capital Advisors held 6,290 shares of iShares ESG Aware MSCI EM ETF worth $190K as of Q3 2023.
  • Column Capital Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2023.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #149 holding.
  • Column Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $199K in Q2 2023.
  • 492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.