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Financial Gravity Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Gravity Asset 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
-334
Closed -$10.7K – 1526
2024
Q1 		$10.7K Hold
334
– – ﹤0.01% 461
2023
Q4 		$10.7K Buy
+334
New +$10.3K ﹤0.01% 471

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's ESGE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 334 shares — an estimated $10.7K sold.

Financial Gravity Asset Management first reported a position in ESGE in Q4 2023 and held it in 2 quarters. The position peaked at $10.7K in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 334 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $10.7K.
  • Financial Gravity Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $10.7K in Q1 2024.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.