LWM
ESGE icon

Liberty Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Liberty Wealth Management’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
-10,594
Closed -$321K – 177
2023
Q3 		$321K Buy
10,594
+44
+0.4% +$1.39K 0.08% 121
2023
Q2 		$334K Sell
10,550
-916
-8% -$28.7K 0.08% 126
2023
Q1 		$361K Buy
+11,466
New +$363K 0.07% 151
2022
Q3 		$931K Buy
33,691
+2,920
+9% +$91.1K 0.25% 52
2022
Q2 		$994K Sell
30,771
-58,571
-66% -$1.99M 0.4% 49
2022
Q1 		$3.28M Buy
+89,342
New +$3.43M 1.18% 19
2021
Q4 		– Sell
-80,919
Closed -$3.34M – 43
2021
Q3 		$3.35M Sell
80,919
-28,435
-26% -$1.22M 1.2% 14
2021
Q2 		$4.94M Sell
109,354
-906
-0.8% -$40.1K 1.92% 13
2021
Q1 		$4.92M Hold
110,260
– – 2.4% 9
2020
Q4 		$4.92M Sell
110,260
-2,214
-2% -$86.3K 2.41% 9
2020
Q3 		$4M Buy
112,474
+15,991
+17% +$566K 2.36% 8
2020
Q2 		$3.1M Buy
96,483
+34,101
+55% +$1.02M 2.18% 10
2020
Q1 		$1.72M Buy
62,382
+61,596
+7,837% +$2.03M 1.5% 13
2019
Q4 		$28K Buy
786
+464
+144% +$15.9K 0.02% 353
2019
Q3 		$10K Hold
322
– – 0.01% 513
2019
Q2 		$11K Sell
322
-882
-73% -$29.8K 0.01% 497
2019
Q1 		$41K Hold
1,204
– – 0.03% 224
2018
Q4 		$36K Buy
+1,204
New +$37.9K 0.03% 225

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Liberty Wealth Management's ESGE Position: Q4 2023 in Review

Liberty Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 10,594 shares — an estimated $321K sold.

Liberty Wealth Management first reported a position in ESGE in Q4 2018 and held it in 18 quarters. The position peaked at $4.94M in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Liberty Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 10,594 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $321K.
  • Liberty Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 18 quarters.
  • Liberty Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $4.94M in Q2 2021.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Liberty Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.