Operose Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Operose 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 Q3	–	Sell	-428	Closed	-$14.4K	–	621
2024 Q2	$14.4K	Buy	428 +3	+0.7%	+$99	0.01%	396
2024 Q1	$13.7K	Hold	425	–	–	﹤0.01%	441
2023 Q4	$13.6K	Sell	425 -193	-31%	-$5.95K	0.01%	422
2023 Q3	$18.7K	Hold	618	–	–	0.01%	482
2023 Q2	$19.6K	Buy	618 +3	+0.5%	+$94	0.01%	235
2023 Q1	$19.4K	Sell	615 -192	-24%	-$6.08K	0.01%	226
2022 Q4	$24.3K	Buy	807 +7	+0.9%	+$205	0.01%	206
2022 Q3	$22K	Hold	800	–	–	0.01%	212
2022 Q2	$26K	Buy	800 +3	+0.4%	+$102	0.02%	183
2022 Q1	$29K	Buy	+797	New	+$30.6K	0.02%	186

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

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

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

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

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

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

Operose Advisors's ESGE Position: Q3 2024 in Review

Operose Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 428 shares — an estimated $14.4K sold.

Operose Advisors first reported a position in ESGE in Q1 2022 and held it in 10 quarters. The position peaked at $29K in Q1 2022. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

Operose Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
Operose Advisors sold 428 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $14.4K.
Operose Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 10 quarters.
Operose Advisors's iShares ESG Aware MSCI EM ETF position peaked at $29K in Q1 2022.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Operose Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.