Laurie J. Hall Trustee’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Laurie J. Hall Trustee’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 Q4	–	Sell	-1,000	Closed	-$30K	–	263
2023 Q3	$30K	Sell	1,000 -500	-33%	-$15.8K	0.01%	194
2023 Q2	$47K	Sell	1,500 -500	-25%	-$15.7K	0.02%	178
2023 Q1	$63K	Buy	+2,000	New	+$63.4K	0.03%	161

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Laurie J. Hall Trustee's ESGE Position: Q4 2023 in Review

Laurie J. Hall Trustee sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 1,000 shares — an estimated $30K sold.

Laurie J. Hall Trustee first reported a position in ESGE in Q1 2023 and held it in 3 quarters. The position peaked at $63K in Q1 2023. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Laurie J. Hall Trustee reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 1,000 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $30K.
Laurie J. Hall Trustee first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 3 quarters.
Laurie J. Hall Trustee's iShares ESG Aware MSCI EM ETF position peaked at $63K in Q1 2023.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2023, filed 11 Jan 2024.