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

Financial Life Advisors’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	-12,911	Closed	-$416K	–	58
2024 Q1	$416K	Sell	12,911 -13,682	-51%	-$431K	0.17%	39
2023 Q4	$853K	Sell	26,593 -186,113	-87%	-$5.74M	0.37%	31
2023 Q3	$6.44M	Buy	212,706 +4,132	+2%	+$131K	2.77%	11
2023 Q2	$6.6M	Buy	208,574 +27,890	+15%	+$875K	2.75%	10
2023 Q1	$5.69M	Buy	180,684 +90,445	+100%	+$2.87M	2.45%	13
2022 Q4	$2.71M	Buy	90,239 +79,273	+723%	+$2.32M	1.25%	21
2022 Q3	$303K	Buy	+10,966	New	+$342K	0.15%	53

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Life Advisors's ESGE Position: Q2 2024 in Review

Financial Life Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 12,911 shares — an estimated $416K sold.

Financial Life Advisors first reported a position in ESGE in Q3 2022 and held it in 7 quarters. The position peaked at $6.6M in Q2 2023. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

Financial Life Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
Financial Life Advisors sold 12,911 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $416K.
Financial Life Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 7 quarters.
Financial Life Advisors's iShares ESG Aware MSCI EM ETF position peaked at $6.6M in Q2 2023.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Financial Life Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.