ICA Group Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-751	Closed	-$24.2K	–	930
2024 Q1	$24.2K	Buy	751 +104	+16%	+$3.28K	﹤0.01%	712
2023 Q4	$20.7K	Buy	+647	New	+$20K	﹤0.01%	712
2023 Q3	–	Sell	-999	Closed	-$31.6K	–	507
2023 Q2	$31.6K	Buy	999 +344	+53%	+$10.8K	0.01%	592
2023 Q1	$20.6K	Sell	655 -516	-44%	-$16.4K	﹤0.01%	656
2022 Q4	$35.3K	Buy	+1,171	New	+$34.3K	0.01%	586

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 22.96% 1-Year Est. Return

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

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

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

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

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

ICA Group Wealth Management's ESGE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 751 shares — an estimated $24.2K sold.

ICA Group Wealth Management first reported a position in ESGE in Q4 2022 and held it in 5 quarters. The position peaked at $35.3K in Q4 2022. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 751 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $24.2K.
ICA Group Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $35.3K in Q4 2022.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.