Householder Group Estate & Retirement Specialist’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	13 -11	-46%	-$388	﹤0.01%	735
2024 Q3	$0	Buy	+24	New	+$820	﹤0.01%	1208
2024 Q2	–	Sell	-43	Closed	-$1.39K	–	1237
2024 Q1	$1.39K	Sell	43 -5	-10%	-$158	﹤0.01%	1091
2023 Q4	$1K	Buy	48 +13	+37%	+$401	﹤0.01%	1057
2023 Q3	$1.06K	Buy	+35	New	+$1.11K	﹤0.01%	1136
2023 Q1	$2K	Buy	+70	New	+$2.22K	﹤0.01%	1074
2022 Q4	–	Sell	-567	Closed	-$15K	–	536
2022 Q3	$15K	Buy	+567	New	+$17.7K	0.01%	638

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 22.96% 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

Householder Group Estate & Retirement Specialist's ESGE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 46% in Q4 2024, selling an estimated $388 and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Householder Group Estate & Retirement Specialist first reported a position in ESGE in Q3 2022 and has held it in 7 quarters since. The position peaked at $15K in Q3 2022. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 13 shares of iShares ESG Aware MSCI EM ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 11 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $388.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #735 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's iShares ESG Aware MSCI EM ETF position peaked at $15K in Q3 2022.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.