New York Life Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-6,722	Closed	-$216K	–	1387
2023 Q4	$216K	Buy	+6,722	New	+$207K	﹤0.01%	1285
2022 Q4	–	Sell	-9,747	Closed	-$270K	–	1201
2022 Q3	$270K	Buy	9,747 +1,352	+16%	+$42.2K	﹤0.01%	1132
2022 Q2	$271K	Buy	+8,395	New	+$285K	﹤0.01%	1183

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

New York Life Investment Management's ESGE Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 6,722 shares — an estimated $216K sold.

New York Life Investment Management first reported a position in ESGE in Q2 2022 and held it in 3 quarters. The position peaked at $271K in Q2 2022. 496 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

New York Life Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 6,722 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $216K.
New York Life Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 3 quarters.
New York Life Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $271K in Q2 2022.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.