L.J. Altfest & Co’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-7,995	Closed	-$256K	–	316
2023 Q4	$256K	Buy	+7,995	New	+$247K	0.04%	266

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

L.J. Altfest & Co's ESGE Position: Q1 2024 in Review

L.J. Altfest & Co sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 7,995 shares — an estimated $256K sold.

L.J. Altfest & Co first reported a position in ESGE in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

L.J. Altfest & Co reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
L.J. Altfest & Co sold 7,995 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $256K.
L.J. Altfest & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 1 quarter.
L.J. Altfest & Co's iShares ESG Aware MSCI EM ETF position peaked at $256K in Q4 2023.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on L.J. Altfest & Co's 13F filing for Q1 2024, filed 22 Apr 2024.