Intelligence Driven Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Intelligence Driven Advisers’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
2023 Q4	–	Sell	-21,638	Closed	-$641K	–	96
2023 Q3	$641K	Sell	21,638 -13,943	-39%	-$442K	0.11%	44
2023 Q2	$1.11M	Sell	35,581 -77,373	-68%	-$2.43M	0.19%	39
2023 Q1	$3.53M	Sell	112,954 -11,386	-9%	-$361K	0.63%	30
2022 Q4	$3.96M	Buy	124,340 +20,173	+19%	+$591K	0.73%	27
2022 Q3	$3M	Sell	104,167 -64,710	-38%	-$2.02M	0.6%	38
2022 Q2	$5.34M	Buy	168,877 +91,177	+117%	+$3.09M	1.05%	30
2022 Q1	$2.83M	Sell	77,700 -21,659	-22%	-$832K	0.52%	39
2021 Q4	$3.92M	Sell	99,359 -4,082	-4%	-$168K	0.72%	28
2021 Q3	$4.24M	Sell	103,441 -27,852	-21%	-$1.19M	0.95%	22
2021 Q2	$5.93M	Sell	131,293 -27,774	-17%	-$1.23M	1.15%	23
2021 Q1	$6.89M	Sell	159,067 -2,140	-1%	-$95.2K	1.55%	21
2020 Q4	$6.77M	Buy	161,207 +45,193	+39%	+$1.76M	1.52%	20
2020 Q3	$4.13M	Buy	+116,014	New	+$4.11M	0.97%	22

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Intelligence Driven Advisers's ESGE Position: Q4 2023 in Review

Intelligence Driven Advisers sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 21,638 shares — an estimated $641K sold.

Intelligence Driven Advisers first reported a position in ESGE in Q3 2020 and held it in 13 quarters. The position peaked at $6.89M in Q1 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Intelligence Driven Advisers reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 21,638 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $641K.
Intelligence Driven Advisers first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 13 quarters.
Intelligence Driven Advisers's iShares ESG Aware MSCI EM ETF position peaked at $6.89M in Q1 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Intelligence Driven Advisers's 13F filing for Q4 2023, filed 6 Feb 2024.