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Global Wealth Strategies & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q4 		– Sell
-566
Closed -$17.1K – 344
2023
Q3 		$17.1K Hold
566
– – 0.01% 123
2023
Q2 		$17.9K Hold
566
– – 0.01% 124
2023
Q1 		$17.8K Hold
566
– – 0.01% 120
2022
Q4 		$17K Buy
+566
New +$16.6K 0.01% 116

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Global Wealth Strategies & Associates's ESGE Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 566 shares — an estimated $17.1K sold.

Global Wealth Strategies & Associates first reported a position in ESGE in Q4 2022 and held it in 4 quarters. The position peaked at $17.9K in Q2 2023. 509 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 566 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $17.1K.
  • Global Wealth Strategies & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's iShares ESG Aware MSCI EM ETF position peaked at $17.9K in Q2 2023.
  • 509 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.