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Financial Insights’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Insights’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
Q3 		– Sell
-11,166
Closed -$374K – 153
2024
Q2 		$374K Sell
11,166
-2
-0% -$66 0.1% 117
2024
Q1 		$360K Sell
11,168
-705
-6% -$22.2K 0.1% 125
2023
Q4 		$381K Sell
11,873
-217
-2% -$6.69K 0.12% 118
2023
Q3 		$355K Sell
12,090
-121
-1% -$3.83K 0.13% 110
2023
Q2 		$386K Sell
12,211
-1,556
-11% -$48.8K 0.14% 114
2023
Q1 		$433K Sell
13,767
-6,788
-33% -$215K 0.18% 98
2022
Q4 		$618K Sell
20,555
-1,213
-6% -$35.5K 0.29% 66
2022
Q3 		$602K Sell
21,768
-13
-0.1% -$406 0.41% 53
2022
Q2 		$704K Sell
21,781
-7,015
-24% -$238K 0.71% 35
2022
Q1 		$1.06M Buy
28,796
+25
+0.1% +$960 0.97% 28
2021
Q4 		$1.14M Buy
28,771
+1,182
+4% +$48.7K 0.99% 28
2021
Q3 		$1.14M Buy
27,589
+3,056
+12% +$131K 1.05% 26
2021
Q2 		$11.1M Sell
24,533
-34
-0.1% -$1.51K 0.92% 26
2021
Q1 		$1.06M Buy
24,567
+767
+3% +$34.1K 0.79% 29
2020
Q4 		$999K Buy
23,800
+2,973
+14% +$116K 0.77% 25
2020
Q3 		$742K Buy
20,827
+16,297
+360% +$577K 0.63% 27
2020
Q2 		$679 Sell
4,530
-15,069
-77% -$453K 0.6% 27
2020
Q1 		$536K Buy
19,599
+591
+3% +$19.5K 0.56% 31
2019
Q4 		$683K Buy
19,008
+6,766
+55% +$232K 0.6% 31
2019
Q3 		$398K Buy
12,242
+1,401
+13% +$46.1K 0.38% 37
2019
Q2 		$341K Buy
+10,841
New +$366K 0.35% 39

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 $1.65B 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Insights's ESGE Position: Q3 2024 in Review

Financial Insights sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 11,166 shares — an estimated $374K sold.

Financial Insights first reported a position in ESGE in Q2 2019 and held it in 21 quarters. The position peaked at $11.1M in Q2 2021. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Financial Insights reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Insights sold 11,166 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $374K.
  • Financial Insights first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and held it in 21 quarters.
  • Financial Insights's iShares ESG Aware MSCI EM ETF position peaked at $11.1M in Q2 2021.
  • 500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Financial Insights's 13F filing for Q3 2024, filed 22 Oct 2024.