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Fernwood Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-504
Closed -$16.2K – 345
2024
Q1 		$16.2K Buy
+504
New +$15.9K ﹤0.01% 479

Other funds holding ESGE

Bank of America
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fernwood Investment Management's ESGE Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 504 shares — an estimated $16.2K sold.

Fernwood Investment Management first reported a position in ESGE in Q1 2024 and held it in 1 quarter. The position peaked at $16.2K in Q1 2024. 493 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 504 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $16.2K.
  • Fernwood Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $16.2K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.