Disciplined Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Disciplined Investments’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	–	Sell	-193	Closed	-$6.11K	–	558
2023 Q2	$6.11K	Hold	193	–	–	﹤0.01%	384
2023 Q1	$6.08K	Hold	193	–	–	﹤0.01%	404
2022 Q4	$5.8K	Sell	193 -304	-61%	-$8.91K	﹤0.01%	382
2022 Q3	$14K	Hold	497	–	–	0.01%	338
2022 Q2	$16K	Hold	497	–	–	0.01%	338
2022 Q1	$18K	Buy	497 +304	+158%	+$11.7K	0.01%	338
2021 Q4	$8K	Buy	+193	New	+$7.96K	﹤0.01%	362

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Disciplined Investments's ESGE Position: Q3 2023 in Review

Disciplined Investments sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 193 shares — an estimated $6.11K sold.

Disciplined Investments first reported a position in ESGE in Q4 2021 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

Disciplined Investments reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 193 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $6.11K.
Disciplined Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 7 quarters.
Disciplined Investments's iShares ESG Aware MSCI EM ETF position peaked at $18K in Q1 2022.
492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.