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Lake Street Advisors Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lake Street Advisors Group’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 		$3.53M Buy
105,545
+1,522
+1% +$53.7K 0.16% 84
2024
Q3 		$3.79M Sell
104,023
-8,181
-7% -$279K 0.17% 69
2024
Q2 		$3.76M Buy
112,204
+931
+0.8% +$30.7K 0.18% 78
2024
Q1 		$3.59M Sell
111,273
-6,597
-6% -$208K 0.17% 87
2023
Q4 		$3.78M Buy
117,870
+12,347
+12% +$381K 0.19% 78
2023
Q3 		$3.19M Hold
105,523
– – 0.19% 84
2023
Q2 		$3.34M Buy
105,523
+23,400
+28% +$734K 0.18% 80
2023
Q1 		$2.58M Buy
82,123
+4,883
+6% +$155K 0.16% 87
2022
Q4 		$2.32M Buy
77,240
+21,979
+40% +$644K 0.15% 94
2022
Q3 		$1.53M Sell
55,261
-143,362
-72% -$4.47M 0.11% 124
2022
Q2 		$6.42M Sell
198,623
-5,867
-3% -$199K 0.46% 38
2022
Q1 		$7.51M Sell
204,490
-2,425
-1% -$93.1K 0.48% 35
2021
Q4 		$8.22M Sell
206,915
-6,572
-3% -$271K 0.52% 34
2021
Q3 		$8.85M Buy
213,487
+173,980
+440% +$7.44M 0.95% 24
2021
Q2 		$1.68M Buy
39,507
+11,296
+40% +$500K 0.12% 79
2021
Q1 		$1.22M Buy
28,211
+191
+0.7% +$8.49K 0.1% 89
2020
Q4 		$1.18M Sell
28,020
-122
-0.4% -$4.76K 0.1% 90
2020
Q3 		$1M Buy
28,142
+12,032
+75% +$426K 0.09% 95
2020
Q2 		$517K Sell
16,110
-5,379
-25% -$162K 0.05% 131
2020
Q1 		$588K Buy
21,489
+12,686
+144% +$419K 0.07% 103
2019
Q4 		$316K Buy
8,803
+122
+1% +$4.18K 0.03% 180
2019
Q3 		$282K Buy
+8,681
New +$285K 0.03% 160

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

Lake Street Advisors Group's ESGE Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q4 2024, buying an estimated $53.7K and bringing the position to 105,545 shares worth $3.53M. The position accounts for 0.16% of the portfolio, ranked #84.

Lake Street Advisors Group first reported a position in ESGE in Q3 2019 and has held it in 22 quarters since. The position peaked at $8.85M in Q3 2021. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Lake Street Advisors Group held 105,545 shares of iShares ESG Aware MSCI EM ETF worth $3.53M as of Q4 2024.
  • Lake Street Advisors Group bought 1,522 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $53.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.16% of Lake Street Advisors Group's portfolio in Q4 2024, its #84 holding.
  • Lake Street Advisors Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 22 quarters since.
  • Lake Street Advisors Group's iShares ESG Aware MSCI EM ETF position peaked at $8.85M in Q3 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.