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

LGT Financial 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
Q4 		– Sell
-144
Closed -$5.24K – 736
2024
Q3 		$5.24K Hold
144
– – 0.01% 521
2024
Q2 		$4.82K Buy
144
+1
+0.7% +$33 0.01% 600
2024
Q1 		$4.6K Hold
143
– – 0.01% 634
2023
Q4 		$4.58K Buy
143
+3
+2% +$93 0.01% 650
2023
Q3 		$4.24K Buy
+140
New +$4.43K 0.01% 658

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's ESGE Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 144 shares — an estimated $5.24K sold.

LGT Financial Advisors first reported a position in ESGE in Q3 2023 and held it in 5 quarters. The position peaked at $5.24K in Q3 2024. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • LGT Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 144 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $5.24K.
  • LGT Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $5.24K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.