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

Milestone Investment 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
Q2 		– Sell
-1,000
Closed -$31.5K – 221
2023
Q1 		$31.5K Hold
1,000
– – 0.01% 241
2022
Q4 		$30.1K Buy
+1,000
New +$29.3K 0.01% 91

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Milestone Investment Advisors's ESGE Position: Q2 2023 in Review

Milestone Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 1,000 shares — an estimated $31.5K sold.

Milestone Investment Advisors first reported a position in ESGE in Q4 2022 and held it in 2 quarters. The position peaked at $31.5K in Q1 2023. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

  • Milestone Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,000 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $31.5K.
  • Milestone Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $31.5K in Q1 2023.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.