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HTLF Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HTLF Bank’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 		$261K Hold
7,818
– – 0.03% 181
2024
Q3 		$285K Buy
7,818
+855
+12% +$29.2K 0.03% 181
2024
Q2 		$233K Buy
6,963
+718
+11% +$23.6K 0.03% 211
2024
Q1 		$201K Buy
+6,245
New +$197K 0.02% 223

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HTLF Bank's ESGE Position: Q4 2024 in Review

HTLF Bank held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q4 2024 at 7,818 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #181.

HTLF Bank first reported a position in ESGE in Q1 2024 and has held it in 4 quarters since. The position peaked at $285K in Q3 2024. 515 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • HTLF Bank held 7,818 shares of iShares ESG Aware MSCI EM ETF worth $261K as of Q4 2024.
  • HTLF Bank left its iShares ESG Aware MSCI EM ETF share count unchanged in Q4 2024.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of HTLF Bank's portfolio in Q4 2024, its #181 holding.
  • HTLF Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 4 quarters since.
  • HTLF Bank's iShares ESG Aware MSCI EM ETF position peaked at $285K in Q3 2024.
  • 515 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.