Newbridge Financial Services Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Newbridge Financial Services Group’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	-1,383	Closed	-$41.9K	–	1216
2023 Q3	$41.9K	Hold	1,383	–	–	0.02%	451
2023 Q2	$43.7K	Buy	1,383 +3	+0.2%	+$94	0.02%	491
2023 Q1	$43.4K	Hold	1,380	–	–	0.02%	497
2022 Q4	$41.5K	Buy	1,380 +8	+0.6%	+$234	0.02%	509
2022 Q3	$38K	Hold	1,372	–	–	0.02%	520
2022 Q2	$44K	Buy	1,372 +4	+0.3%	+$136	0.03%	430
2022 Q1	$50K	Buy	1,368 +106	+8%	+$4.07K	0.02%	473
2021 Q4	$50K	Sell	1,262 -56	-4%	-$2.31K	0.02%	460
2021 Q3	$55K	Buy	1,318 +1,195	+972%	+$51.1K	0.03%	385
2021 Q2	$6K	Buy	123 +1	+0.8%	+$44	﹤0.01%	1080
2021 Q1	$5K	Buy	+122	New	+$5.43K	﹤0.01%	1022

Other funds holding ESGE

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Newbridge Financial Services Group's ESGE Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 1,383 shares — an estimated $41.9K sold.

Newbridge Financial Services Group first reported a position in ESGE in Q1 2021 and held it in 11 quarters. The position peaked at $55K in Q3 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Newbridge Financial Services Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 1,383 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $41.9K.
Newbridge Financial Services Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 11 quarters.
Newbridge Financial Services Group's iShares ESG Aware MSCI EM ETF position peaked at $55K in Q3 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.