Glass Jacobson Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Glass Jacobson Investment 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
2022 Q4	$20.1K	Buy	+668	New	+$19.6K	0.01%	428

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's ESGE Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022: 668 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings.

518 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Glass Jacobson Investment Advisors held 668 shares of iShares ESG Aware MSCI EM ETF worth $20.1K as of Q4 2022.
iShares ESG Aware MSCI EM ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
iShares ESG Aware MSCI EM ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #428 holding.
518 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.