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

Diversified’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
Q3 		$474K Buy
13,023
+1,830
+16% +$62.5K 0.05% 130
2024
Q2 		$375K Buy
+11,193
New +$369K 0.04% 142
2021
Q1 		– Sell
-112
Closed -$4K – 163
2020
Q4 		$4K Buy
+112
New +$4.37K ﹤0.01% 322

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversified's ESGE Position: Q3 2024 in Review

Diversified increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q3 2024, buying an estimated $62.5K and bringing the position to 13,023 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #130.

Diversified first reported a position in ESGE in Q4 2020 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Diversified held 13,023 shares of iShares ESG Aware MSCI EM ETF worth $474K as of Q3 2024.
  • Diversified bought 1,830 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $62.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Diversified's portfolio in Q3 2024, its #130 holding.
  • Diversified first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.