Gradient Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gradient Investments’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	–	Sell	-2	Closed	-$67	–	613
2024 Q2	$67	Sell	2 -96	-98%	-$3.16K	﹤0.01%	1328
2024 Q1	$3.16K	Buy	98 +96	+4,800%	+$3.02K	﹤0.01%	788
2023 Q4	$64	Hold	2	–	–	﹤0.01%	1760
2023 Q3	$61	Hold	2	–	–	﹤0.01%	1735
2023 Q2	$63	Hold	2	–	–	﹤0.01%	1707
2023 Q1	$63	Hold	2	–	–	﹤0.01%	1464
2022 Q4	$60	Hold	2	–	–	﹤0.01%	1450
2022 Q3	$0	Sell	2 -15	-88%	-$468	﹤0.01%	1389
2022 Q2	$1K	Buy	+17	New	+$576	﹤0.01%	1122
2022 Q1	–	Sell	-132	Closed	-$5K	–	1222
2021 Q4	$5K	Buy	132 +64	+94%	+$2.64K	﹤0.01%	929
2021 Q3	$3K	Buy	+68	New	+$2.91K	﹤0.01%	947

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's ESGE Position: Q3 2024 in Review

Gradient Investments sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 2 shares — an estimated $67 sold.

Gradient Investments first reported a position in ESGE in Q3 2021 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Gradient Investments reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $67.
Gradient Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 11 quarters.
Gradient Investments's iShares ESG Aware MSCI EM ETF position peaked at $5K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.