Hart & Patterson Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Hart & Patterson Financial Group’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 Q4	$1.55M	Sell	46,504 -214	-0.5%	-$7.55K	0.75%	35
2024 Q3	$1.7M	Buy	46,718 +3,771	+9%	+$129K	0.81%	33
2024 Q2	$1.44M	Buy	42,947 +1,832	+4%	+$60.3K	0.71%	32
2024 Q1	$1.33M	Buy	41,115 +3,562	+9%	+$112K	0.66%	34
2023 Q4	$1.2M	Buy	+37,553	New	+$1.16M	0.63%	31

Other funds holding ESGE

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hart & Patterson Financial Group's ESGE Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.46% in Q4 2024, selling an estimated $7.55K and leaving 46,504 shares worth $1.55M. The position accounts for 0.75% of the portfolio, ranked #35.

Hart & Patterson Financial Group first reported a position in ESGE in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q3 2024. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

Hart & Patterson Financial Group held 46,504 shares of iShares ESG Aware MSCI EM ETF worth $1.55M as of Q4 2024.
Hart & Patterson Financial Group sold 214 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $7.55K.
iShares ESG Aware MSCI EM ETF made up 0.75% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #35 holding.
Hart & Patterson Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 5 quarters since.
Hart & Patterson Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $1.7M in Q3 2024.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.