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Gofen & Glossberg’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gofen & Glossberg’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 		$673K Buy
22,380
+6,019
+37% +$176K 0.02% 295
2022
Q3 		$453K Buy
16,361
+3,222
+25% +$101K 0.01% 332
2022
Q2 		$425K Buy
13,139
+4,579
+53% +$155K 0.01% 346
2022
Q1 		$314K Buy
8,560
+1,600
+23% +$61.4K 0.01% 429
2021
Q4 		$277K Buy
+6,960
New +$287K 0.01% 478

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gofen & Glossberg's ESGE Position: Q4 2022 in Review

Gofen & Glossberg increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 37% in Q4 2022, buying an estimated $176K and bringing the position to 22,380 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #295.

Gofen & Glossberg first reported a position in ESGE in Q4 2021 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Gofen & Glossberg held 22,380 shares of iShares ESG Aware MSCI EM ETF worth $673K as of Q4 2022.
  • Gofen & Glossberg bought 6,019 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $176K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #295 holding.
  • Gofen & Glossberg first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 5 quarters since.
  • 518 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.