One Wealth Management Investment & Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

One Wealth Management Investment & Advisory Services’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 Q3	–	Sell	-8,048	Closed	-$270K	–	74
2024 Q2	$270K	Buy	+8,048	New	+$265K	0.11%	95
2024 Q1	–	Sell	-7,358	Closed	-$236K	–	148
2023 Q4	$236K	Buy	+7,358	New	+$227K	0.11%	106

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ESGE Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 8,048 shares — an estimated $270K sold.

One Wealth Management Investment & Advisory Services first reported a position in ESGE in Q4 2023 and held it in 2 quarters. The position peaked at $270K in Q2 2024. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 8,048 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $270K.
One Wealth Management Investment & Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 2 quarters.
One Wealth Management Investment & Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $270K in Q2 2024.
500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.