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FinTrust Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

FinTrust Capital 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
Q3 		$19.8K Sell
545
-250
-31% -$8.54K ﹤0.01% 816
2024
Q2 		$26.7K Buy
795
+164
+26% +$5.4K ﹤0.01% 701
2024
Q1 		$20.3K Buy
631
+61
+11% +$1.92K ﹤0.01% 730
2023
Q4 		$18.3K Sell
570
-20
-3% -$617 ﹤0.01% 716
2023
Q3 		$17.9K Sell
590
-1,439
-71% -$45.6K ﹤0.01% 680
2023
Q2 		$61K Hold
2,029
– – 0.01% 418
2023
Q1 		$61K Hold
2,029
– – 0.01% 416
2022
Q4 		$61K Sell
2,029
-317
-14% -$9.29K 0.01% 417
2022
Q3 		$65K Buy
2,346
+62
+3% +$1.93K 0.02% 456
2022
Q2 		$72K Sell
2,284
-8,599
-79% -$292K 0.02% 462
2022
Q1 		$400K Buy
10,883
+1,291
+13% +$49.6K 0.09% 194
2021
Q4 		$381K Sell
9,592
-6,996
-42% -$288K 0.09% 198
2021
Q3 		$687K Sell
16,588
-16
-0.1% -$684 0.18% 112
2021
Q2 		$750K Sell
16,604
-324
-2% -$14.3K 0.2% 98
2021
Q1 		$733K Sell
16,928
-5,488
-24% -$244K 0.21% 96
2020
Q4 		$941K Buy
22,416
+4,366
+24% +$170K 0.3% 75
2020
Q3 		$643K Sell
18,050
-884
-5% -$31.3K 0.13% 93
2020
Q2 		$607K Buy
18,934
+4,329
+30% +$130K 0.24% 83
2020
Q1 		$400K Buy
14,605
+13,790
+1,692% +$455K 0.19% 109
2019
Q4 		$29K Hold
815
– – 0.01% 563
2019
Q3 		$27K Hold
815
– – 0.01% 582
2019
Q2 		$28K Buy
+815
New +$27.5K 0.01% 528

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinTrust Capital Advisors's ESGE Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 31% in Q3 2024, selling an estimated $8.54K and leaving 545 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

FinTrust Capital Advisors first reported a position in ESGE in Q2 2019 and has held it in 22 quarters since. The position peaked at $941K in Q4 2020. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • FinTrust Capital Advisors held 545 shares of iShares ESG Aware MSCI EM ETF worth $19.8K as of Q3 2024.
  • FinTrust Capital Advisors sold 250 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $8.54K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #816 holding.
  • FinTrust Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 22 quarters since.
  • FinTrust Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $941K in Q4 2020.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.