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NVWM LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

NVWM LLC’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
-34
Closed -$1.03K – 431
2023
Q3 		$1.03K Buy
+34
New +$1.08K ﹤0.01% 397
2022
Q3 		– Sell
-106
Closed -$3K – 450
2022
Q2 		$3K Buy
+106
New +$3.59K ﹤0.01% 397

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NVWM LLC's ESGE Position: Q4 2023 in Review

NVWM LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 34 shares — an estimated $1.03K sold.

NVWM LLC first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • NVWM LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • NVWM LLC sold 34 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $1.03K.
  • NVWM LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
  • NVWM LLC's iShares ESG Aware MSCI EM ETF position peaked at $3K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on NVWM LLC's 13F filing for Q4 2023, filed 8 Feb 2024.