Foster Dykema Cabot & Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Foster Dykema Cabot & Partners’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	-1,752	Closed	-$63.8K	–	409
2024 Q3	$63.8K	Buy	+1,752	New	+$59.8K	0.01%	198
2024 Q2	–	Sell	-7,291	Closed	-$235K	–	337
2024 Q1	$235K	Buy	+7,291	New	+$230K	0.02%	90

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foster Dykema Cabot & Partners's ESGE Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 1,752 shares — an estimated $63.8K sold.

Foster Dykema Cabot & Partners first reported a position in ESGE in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q1 2024. 515 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

Foster Dykema Cabot & Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 1,752 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $63.8K.
Foster Dykema Cabot & Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and held it in 2 quarters.
Foster Dykema Cabot & Partners's iShares ESG Aware MSCI EM ETF position peaked at $235K in Q1 2024.
515 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.