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Jaffetilchin Investment Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-581
Closed -$21.1K – 645
2024
Q3 		$21.1K Buy
+581
New +$19.8K ﹤0.01% 753
2021
Q3 		– Sell
-9,131
Closed -$398K – 374
2021
Q2 		$398K Buy
+9,131
New +$404K 0.03% 294

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

Jaffetilchin Investment Partners's ESGE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 581 shares — an estimated $21.1K sold.

Jaffetilchin Investment Partners first reported a position in ESGE in Q2 2021 and held it in 2 quarters. The position peaked at $398K in Q2 2021. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 581 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $21.1K.
  • Jaffetilchin Investment Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's iShares ESG Aware MSCI EM ETF position peaked at $398K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.