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Financial Architects (New Jersey)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-6,752
Closed -$213K – 321
2023
Q1 		$213K Sell
6,752
-1,847
-21% -$58.5K 0.03% 304
2022
Q4 		$259K Sell
8,599
-419
-5% -$12.3K 0.04% 284
2022
Q3 		$250K Buy
+9,018
New +$281K 0.04% 275
2022
Q2 		– Sell
-10,153
Closed -$373K – 89
2022
Q1 		$373K Sell
10,153
-1,657
-14% -$63.6K 0.05% 231
2021
Q4 		$469K Buy
11,810
+450
+4% +$18.6K 0.06% 213
2021
Q3 		$471K Sell
11,360
-685
-6% -$29.3K 0.07% 205
2021
Q2 		$544K Buy
12,045
+4,190
+53% +$186K 0.08% 185
2021
Q1 		$340K Buy
7,855
+1,914
+32% +$85.1K 0.05% 244
2020
Q4 		$249K Buy
+5,941
New +$232K 0.05% 252
2020
Q3 		– Sell
-3,671
Closed -$118K – 421
2020
Q2 		$118K Sell
3,671
-181
-5% -$5.44K 0.03% 305
2020
Q1 		$105K Buy
3,852
+658
+21% +$21.7K 0.03% 300
2019
Q4 		$115K Buy
3,194
+10
+0.3% +$343 0.02% 311
2019
Q3 		$104K Buy
3,184
+85
+3% +$2.79K 0.02% 324
2019
Q2 		$105K Buy
3,099
+105
+4% +$3.54K 0.02% 366
2019
Q1 		$102K Hold
2,994
– – 0.02% 446
2018
Q4 		$92K Sell
2,994
-1,190
-28% -$37.4K 0.02% 420
2018
Q3 		$140K Hold
4,184
– – 0.02% 377
2018
Q2 		$141K Buy
4,184
+532
+15% +$19.2K 0.03% 334
2018
Q1 		$138K Buy
3,652
+1,600
+78% +$61.7K 0.03% 379
2017
Q4 		$76K Buy
2,052
+60
+3% +$2.16K 0.01% 566
2017
Q3 		$69K Buy
1,992
+1,200
+152% +$40.9K 0.01% 587
2017
Q2 		$26K Buy
792
+6
+0.8% +$189 ﹤0.01% 886
2017
Q1 		$25K Buy
786
+84
+12% +$2.49K ﹤0.01% 868
2016
Q4 		$19K Buy
+702
New +$19.5K ﹤0.01% 852

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Architects (New Jersey)'s ESGE Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 6,752 shares — an estimated $213K sold.

Financial Architects (New Jersey) first reported a position in ESGE in Q4 2016 and held it in 24 quarters. The position peaked at $544K in Q2 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

  • Financial Architects (New Jersey) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,752 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $213K.
  • Financial Architects (New Jersey) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2016 and held it in 24 quarters.
  • Financial Architects (New Jersey)'s iShares ESG Aware MSCI EM ETF position peaked at $544K in Q2 2021.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.