Moss Adams Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Moss Adams Wealth 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	-6,719	Closed	-$217K	–	179
2024 Q1	$217K	Sell	6,719 -24,115	-78%	-$760K	0.03%	140
2023 Q4	$989K	Buy	+30,834	New	+$951K	0.21%	33
2023 Q1	–	Sell	-2,215	Closed	-$66.6K	–	189
2022 Q4	$66.6K	Buy	+2,215	New	+$64.9K	0.03%	120

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moss Adams Wealth Advisors's ESGE Position: Q2 2024 in Review

Moss Adams Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 6,719 shares — an estimated $217K sold.

Moss Adams Wealth Advisors first reported a position in ESGE in Q4 2022 and held it in 3 quarters. The position peaked at $989K in Q4 2023. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

Moss Adams Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 6,719 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $217K.
Moss Adams Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 3 quarters.
Moss Adams Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $989K in Q4 2023.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.