DAGCO Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

DAGCO Inc’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 Q1	–	Sell	-102,147	Closed	-$3.27M	–	276
2023 Q4	$3.27M	Buy	+102,147	New	+$3.15M	3.02%	11

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

DAGCO Inc's ESGE Position: Q1 2024 in Review

DAGCO Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 102,147 shares — an estimated $3.27M sold.

DAGCO Inc first reported a position in ESGE in Q4 2023 and held it in 1 quarter. The position peaked at $3.27M in Q4 2023. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

DAGCO Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
DAGCO Inc sold 102,147 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $3.27M.
DAGCO Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 1 quarter.
DAGCO Inc's iShares ESG Aware MSCI EM ETF position peaked at $3.27M in Q4 2023.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on DAGCO Inc's 13F filing for Q1 2024, filed 15 May 2024.