JP Morgan Private Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$2.42M	Sell	79,938 -6,499	-8%	-$206K	0.01%	679
2023 Q2	$2.73M	Sell	86,437 -12,063	-12%	-$378K	0.01%	472
2023 Q1	$3.1M	Buy	98,500 +14,266	+17%	+$452K	0.01%	735
2022 Q4	$2.53M	Buy	84,234 +16,806	+25%	+$492K	0.01%	767
2022 Q3	$1.87M	Sell	67,428 -395	-0.6%	-$12.3K	﹤0.01%	865
2022 Q2	$2.19M	Buy	67,823 +5,019	+8%	+$170K	0.01%	813
2022 Q1	$2.31M	Buy	62,804 +28,456	+83%	+$1.09M	0.01%	853
2021 Q4	$1.36M	Buy	34,348 +1,876	+6%	+$77.3K	﹤0.01%	1090
2021 Q3	$1.35M	Buy	32,472 +4,489	+16%	+$192K	﹤0.01%	1071
2021 Q2	$1.26M	Buy	27,983 +8,446	+43%	+$374K	﹤0.01%	1090
2021 Q1	$846K	Buy	19,537 +1,856	+10%	+$82.5K	﹤0.01%	1113
2020 Q4	$742K	Buy	17,681 +1,405	+9%	+$54.8K	﹤0.01%	1122
2020 Q3	$580K	Buy	16,276 +1,447	+10%	+$51.3K	﹤0.01%	1093
2020 Q2	$476K	Buy	+14,829	New	+$445K	﹤0.01%	1125

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESGE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.5% in Q3 2023, selling an estimated $206K and leaving 79,938 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #679.

JP Morgan Private Wealth Advisors first reported a position in ESGE in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.1M in Q1 2023. 493 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

JP Morgan Private Wealth Advisors held 79,938 shares of iShares ESG Aware MSCI EM ETF worth $2.42M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 6,499 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $206K.
iShares ESG Aware MSCI EM ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #679 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.1M in Q1 2023.
493 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.