Endurance Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Endurance Wealth Management’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 Q2	$18K	Hold	568	–	–	﹤0.01%	440
2023 Q1	$18K	Hold	568	–	–	﹤0.01%	445
2022 Q4	$17K	Hold	568	–	–	﹤0.01%	426
2022 Q3	$16K	Hold	568	–	–	﹤0.01%	434
2022 Q2	$18K	Hold	568	–	–	﹤0.01%	421
2022 Q1	$21K	Buy	+568	New	+$21.8K	﹤0.01%	437

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Endurance Wealth Management's ESGE Position: Q2 2023 in Review

Endurance Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2023 at 568 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Endurance Wealth Management first reported a position in ESGE in Q1 2022 and has held it in 6 quarters since. The position peaked at $21K in Q1 2022. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Endurance Wealth Management held 568 shares of iShares ESG Aware MSCI EM ETF worth $18K as of Q2 2023.
Endurance Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2023.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #440 holding.
Endurance Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $21K in Q1 2022.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.