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

McClarren 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
Q2 		– Sell
-3,930
Closed -$127K – 324
2024
Q1 		$127K Hold
3,930
– – 0.09% 91
2023
Q4 		$126K Buy
3,930
+75
+2% +$2.31K 0.1% 94
2023
Q3 		$116K Hold
3,855
– – 0.1% 90
2023
Q2 		$121K Sell
3,855
-2,510
-39% -$78.7K 0.1% 93
2023
Q1 		$199K Sell
6,365
-5
-0.1% -$158 0.18% 65
2022
Q4 		$191K Buy
6,370
+831
+15% +$24.4K 0.18% 67
2022
Q3 		$153K Buy
+5,539
New +$173K 0.15% 69

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McClarren Financial Advisors's ESGE Position: Q2 2024 in Review

McClarren Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 3,930 shares — an estimated $127K sold.

McClarren Financial Advisors first reported a position in ESGE in Q3 2022 and held it in 7 quarters. The position peaked at $199K in Q1 2023. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • McClarren Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 3,930 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $127K.
  • McClarren Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 7 quarters.
  • McClarren Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $199K in Q1 2023.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.