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Financial Partners Group (Kansas)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-5,759
Closed -$210K – 185
2024
Q3 		$210K Buy
+5,759
New +$197K 0.03% 181
2024
Q2 		– Sell
-6,851
Closed -$221K – 175
2024
Q1 		$221K Sell
6,851
-10,544
-61% -$332K 0.04% 164
2023
Q4 		$558K Buy
17,395
+828
+5% +$25.5K 0.1% 85
2023
Q3 		$506K Sell
16,567
-1,257
-7% -$39.8K 0.1% 84
2023
Q2 		$580K Sell
17,824
-2,998
-14% -$94K 0.12% 79
2023
Q1 		$655K Sell
20,822
-241
-1% -$7.64K 0.15% 74
2022
Q4 		$683K Sell
21,063
-1,176
-5% -$34.5K 0.15% 76
2022
Q3 		$615K Buy
22,239
+127
+0.6% +$3.96K 0.16% 66
2022
Q2 		$714K Buy
22,112
+379
+2% +$12.9K 0.18% 65
2022
Q1 		$798K Sell
21,733
-588
-3% -$22.6K 0.17% 69
2021
Q4 		$891K Sell
22,321
-12,609
-36% -$520K 0.19% 68
2021
Q3 		$1.45M Buy
34,930
+613
+2% +$26.2K 0.34% 48
2021
Q2 		$1.55M Buy
34,317
+6,727
+24% +$298K 0.4% 43
2021
Q1 		$1.2M Buy
27,590
+7,101
+35% +$316K 0.34% 49
2020
Q4 		$941K Buy
20,489
+12,056
+143% +$470K 0.28% 49
2020
Q3 		$300K Buy
+8,433
New +$299K 0.1% 89

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Partners Group (Kansas)'s ESGE Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 5,759 shares — an estimated $210K sold.

Financial Partners Group (Kansas) first reported a position in ESGE in Q3 2020 and held it in 16 quarters. The position peaked at $1.55M in Q2 2021. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Financial Partners Group (Kansas) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 5,759 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $210K.
  • Financial Partners Group (Kansas) first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 16 quarters.
  • Financial Partners Group (Kansas)'s iShares ESG Aware MSCI EM ETF position peaked at $1.55M in Q2 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.