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D.J. St. Germain’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

D.J. St. Germain’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
-40,617
Closed -$1.48M – 843
2024
Q3 		$1.48M Sell
40,617
-1,048
-3% -$35.8K 0.07% 149
2024
Q2 		$1.4M Buy
41,665
+3,993
+11% +$132K 0.07% 143
2024
Q1 		$1.21M Buy
37,672
+556
+1% +$17.5K 0.06% 150
2023
Q4 		$1.19M Buy
37,116
+1,785
+5% +$55.1K 0.06% 144
2023
Q3 		$1.07M Buy
35,331
+295
+0.8% +$9.34K 0.06% 145
2023
Q2 		$1.11M Buy
+35,036
New +$1.1M 0.06% 144

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.J. St. Germain's ESGE Position: Q4 2024 in Review

D.J. St. Germain sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 40,617 shares — an estimated $1.48M sold.

D.J. St. Germain first reported a position in ESGE in Q2 2023 and held it in 6 quarters. The position peaked at $1.48M in Q3 2024. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • D.J. St. Germain reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • D.J. St. Germain sold 40,617 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $1.48M.
  • D.J. St. Germain first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and held it in 6 quarters.
  • D.J. St. Germain's iShares ESG Aware MSCI EM ETF position peaked at $1.48M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.