Kelman-Lazarov Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kelman-Lazarov Inc’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	-6,037	Closed	-$202K	–	111
2024 Q2	$202K	Buy	+6,037	New	+$199K	0.04%	106
2022 Q4	–	Sell	-7,467	Closed	-$207K	–	94
2022 Q3	$207K	Sell	7,467 -852	-10%	-$26.6K	0.07%	82
2022 Q2	$269K	Buy	8,319 +792	+11%	+$26.9K	0.09%	73
2022 Q1	$276K	Buy	7,527 +213	+3%	+$8.18K	0.09%	70
2021 Q4	$291K	Buy	7,314 +1,382	+23%	+$57K	0.09%	69
2021 Q3	$246K	Buy	5,932 +714	+14%	+$30.5K	0.09%	73
2021 Q2	$236K	Sell	5,218 -320	-6%	-$14.2K	0.08%	75
2021 Q1	$240K	Buy	5,538 +571	+11%	+$25.4K	0.09%	75
2020 Q4	$209K	Buy	+4,967	New	+$194K	0.08%	81

Other funds holding ESGE

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kelman-Lazarov Inc's ESGE Position: Q3 2024 in Review

Kelman-Lazarov Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 6,037 shares — an estimated $202K sold.

Kelman-Lazarov Inc first reported a position in ESGE in Q4 2020 and held it in 9 quarters. The position peaked at $291K in Q4 2021. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Kelman-Lazarov Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Kelman-Lazarov Inc sold 6,037 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $202K.
Kelman-Lazarov Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 9 quarters.
Kelman-Lazarov Inc's iShares ESG Aware MSCI EM ETF position peaked at $291K in Q4 2021.
500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2024, filed 8 Nov 2024.