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GYL Financial Synergies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

GYL Financial Synergies’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
Q1 		– Sell
-11,014
Closed -$353K – 374
2023
Q4 		$353K Buy
+11,014
New +$340K 0.03% 272

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

GYL Financial Synergies's ESGE Position: Q1 2024 in Review

GYL Financial Synergies sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 11,014 shares — an estimated $353K sold.

GYL Financial Synergies first reported a position in ESGE in Q4 2023 and held it in 1 quarter. The position peaked at $353K in Q4 2023. 494 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • GYL Financial Synergies reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 11,014 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $353K.
  • GYL Financial Synergies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 1 quarter.
  • GYL Financial Synergies's iShares ESG Aware MSCI EM ETF position peaked at $353K in Q4 2023.
  • 494 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.