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

Financial Advocates 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
-16,769
Closed -$941K – 759
2024
Q1 		$941K Buy
+16,769
New +$528K 0.05% 320
2023
Q3 		– Sell
-10,665
Closed -$337K – 708
2023
Q2 		$337K Buy
10,665
+741
+7% +$23.2K 0.02% 489
2023
Q1 		$312K Buy
9,924
+1,925
+24% +$61K 0.02% 544
2022
Q4 		$241K Buy
7,999
+1,821
+29% +$53.4K 0.02% 619
2022
Q3 		$220K Sell
6,178
-8,340
-57% -$260K 0.02% 639
2022
Q2 		$469K Sell
14,518
-20,087
-58% -$681K 0.04% 412
2022
Q1 		$1.27M Buy
34,605
+22,520
+186% +$865K 0.08% 252
2021
Q4 		$497K Sell
12,085
-16,877
-58% -$696K 0.03% 491
2021
Q3 		$1.2M Sell
28,962
-2,815
-9% -$120K 0.08% 277
2021
Q2 		$1.44M Buy
31,777
+23,904
+304% +$1.06M 0.1% 254
2021
Q1 		$348K Buy
+7,873
New +$350K 0.02% 570
2020
Q4 		– Sell
-18,765
Closed -$668K – 725
2020
Q3 		$668K Sell
18,765
-11,093
-37% -$393K 0.06% 319
2020
Q2 		$1.02M Sell
29,858
-2,766
-8% -$83.1K 0.1% 242
2020
Q1 		$893K Buy
+32,624
New +$1.08M 0.13% 193

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
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 $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's ESGE Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 16,769 shares — an estimated $941K sold.

Financial Advocates Investment Management first reported a position in ESGE in Q1 2020 and held it in 14 quarters. The position peaked at $1.44M in Q2 2021. 495 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,769 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $941K.
  • Financial Advocates Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $1.44M in Q2 2021.
  • 495 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.