LexAurum Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

LexAurum Advisors’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	-6,561	Closed	-$220K	–	317
2024 Q2	$220K	Buy	+6,561	New	+$216K	0.05%	266
2022 Q3	–	Sell	-15,654	Closed	-$506K	–	249
2022 Q2	$506K	Buy	15,654 +3,144	+25%	+$107K	0.19%	118
2022 Q1	$459K	Buy	12,510 +2,593	+26%	+$99.6K	0.15%	135
2021 Q4	$394K	Buy	9,917 +1,430	+17%	+$59K	0.13%	163
2021 Q3	$352K	Buy	8,487 +1,248	+17%	+$53.3K	0.1%	206
2021 Q2	$327K	Buy	7,239 +84	+1%	+$3.72K	0.1%	217
2021 Q1	$310K	Buy	7,155 +579	+9%	+$25.7K	0.11%	195
2020 Q4	$276K	Buy	6,576 +246	+4%	+$9.59K	0.1%	196
2020 Q3	$225K	Buy	+6,330	New	+$224K	0.09%	203

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

LexAurum Advisors's ESGE Position: Q3 2024 in Review

LexAurum Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 6,561 shares — an estimated $220K sold.

LexAurum Advisors first reported a position in ESGE in Q3 2020 and held it in 9 quarters. The position peaked at $506K in Q2 2022. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

LexAurum Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
LexAurum Advisors sold 6,561 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $220K.
LexAurum Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 9 quarters.
LexAurum Advisors's iShares ESG Aware MSCI EM ETF position peaked at $506K in Q2 2022.
500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on LexAurum Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.