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Kelly Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-73
Closed -$2.43K – 292
2024
Q2 		$2.43K Buy
73
+11
+18% +$362 ﹤0.01% 566
2024
Q1 		$2.01K Sell
62
-249
-80% -$7.84K ﹤0.01% 596
2023
Q4 		$9.96K Sell
311
-485
-61% -$15K ﹤0.01% 397
2023
Q3 		$24.1K Sell
796
-244
-23% -$7.73K 0.01% 263
2023
Q2 		$32.9K Sell
1,040
-410
-28% -$12.9K 0.02% 233
2023
Q1 		$45.7K Buy
1,450
+631
+77% +$20K 0.02% 193
2022
Q4 		$24.6K Buy
819
+58
+8% +$1.7K 0.01% 250
2022
Q3 		$21K Sell
761
-187
-20% -$5.83K 0.01% 254
2022
Q2 		$30.6K Sell
948
-7,677
-89% -$260K 0.02% 214
2022
Q1 		$317K Buy
8,625
+1,894
+28% +$72.7K 0.14% 62
2021
Q4 		$268K Sell
6,731
-1,690
-20% -$69.7K 0.12% 64
2021
Q3 		$349K Sell
8,421
-4,353
-34% -$186K 0.2% 44
2021
Q2 		$577K Buy
12,774
+995
+8% +$44.1K 0.33% 23
2021
Q1 		$510K Buy
11,779
+5,106
+77% +$227K 0.32% 21
2020
Q4 		$280K Buy
6,673
+4,747
+246% +$185K 0.19% 26
2020
Q3 		$68.6K Buy
1,926
+1,617
+523% +$57.3K 0.05% 80
2020
Q2 		$9.91K Buy
+309
New +$9.28K 0.01% 245

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kelly Financial Services's ESGE Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 73 shares — an estimated $2.43K sold.

Kelly Financial Services first reported a position in ESGE in Q2 2020 and held it in 17 quarters. The position peaked at $577K in Q2 2021. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 73 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $2.43K.
  • Kelly Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $577K in Q2 2021.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.