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

DHK Financial 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
2024 Q2	–	Sell	-16,073	Closed	-$518K	–	79
2024 Q1	$518K	Hold	16,073	–	–	0.37%	60
2023 Q4	$515K	Buy	16,073 +223	+1%	+$6.88K	0.39%	53
2023 Q3	$480K	Hold	15,850	–	–	0.43%	52
2023 Q2	$501K	Buy	15,850 +6,098	+63%	+$191K	0.43%	51
2023 Q1	$307K	Buy	9,752 +1,820	+23%	+$57.7K	0.38%	36
2022 Q4	$239K	Buy	7,932 +452	+6%	+$13.2K	0.33%	32
2022 Q3	$207K	Buy	7,480 +200	+3%	+$6.24K	0.34%	31
2022 Q2	$235K	Buy	7,280 +771	+12%	+$26.1K	0.22%	40
2022 Q1	$239K	Hold	6,509	–	–	0.2%	39
2021 Q4	$259K	Buy	+6,509	New	+$268K	0.24%	36

Other funds holding ESGE

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DHK Financial Advisors's ESGE Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 16,073 shares — an estimated $518K sold.

DHK Financial Advisors first reported a position in ESGE in Q4 2021 and held it in 10 quarters. The position peaked at $518K in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

DHK Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 16,073 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $518K.
DHK Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $518K in Q1 2024.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.