Orgel Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Orgel Wealth 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 Q2	–	Sell	-36,083	Closed	-$1.16M	–	79
2024 Q1	$1.16M	Buy	36,083 +1,521	+4%	+$47.9K	0.03%	40
2023 Q4	$1.11M	Hold	34,562	–	–	0.03%	42
2023 Q3	$1.05M	Sell	34,562 -33,080	-49%	-$1.05M	0.04%	41
2023 Q2	$2.14M	Buy	67,642 +632	+0.9%	+$19.8K	0.07%	34
2023 Q1	$2.11M	Buy	67,010 +702	+1%	+$22.2K	0.08%	34
2022 Q4	$1.99M	Buy	66,308 +34,775	+110%	+$1.02M	0.08%	33
2022 Q3	$873K	Sell	31,533 -31,484	-50%	-$982K	0.04%	38
2022 Q2	$2.04M	Buy	63,017 +2,933	+5%	+$99.5K	0.12%	26
2022 Q1	$2.21M	Buy	60,084 +4,703	+8%	+$181K	0.15%	24
2021 Q4	$2.2M	Buy	55,381 +4,364	+9%	+$180K	0.21%	24
2021 Q3	$2.11M	Buy	51,017 +5,176	+11%	+$221K	0.24%	22
2021 Q2	$2.07M	Buy	45,841 +7,249	+19%	+$321K	0.26%	21
2021 Q1	$1.67M	Buy	+38,592	New	+$1.72M	0.24%	21

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 22.96% 1-Year Est. Return

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

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

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

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

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

Orgel Wealth Management's ESGE Position: Q2 2024 in Review

Orgel Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 36,083 shares — an estimated $1.16M sold.

Orgel Wealth Management first reported a position in ESGE in Q1 2021 and held it in 13 quarters. The position peaked at $2.21M in Q1 2022. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

Orgel Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
Orgel Wealth Management sold 36,083 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $1.16M.
Orgel Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 13 quarters.
Orgel Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $2.21M in Q1 2022.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Orgel Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.