Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q4	–	Sell	-1,084	Closed	-$32.8K	–	566
2023 Q3	$32.8K	Hold	1,084	–	–	﹤0.01%	452
2023 Q2	$34.3K	Hold	1,084	–	–	﹤0.01%	463
2023 Q1	$34.1K	Buy	+1,084	New	+$34.4K	﹤0.01%	440
2019 Q2	–	Sell	-332	Closed	-$11K	–	720
2019 Q1	$11K	Buy	+332	New	+$11K	﹤0.01%	553

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's ESGE Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 1,084 shares — an estimated $32.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESGE in Q1 2019 and held it in 4 quarters. The position peaked at $34.3K in Q2 2023. 511 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,084 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $32.8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares ESG Aware MSCI EM ETF position peaked at $34.3K in Q2 2023.
511 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.