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Pacifica Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pacifica Partners’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
-1,464
Closed -$50K – 512
2024
Q2 		$50K Buy
+1,464
New +$48.2K 0.02% 212

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacifica Partners's ESGE Position: Q3 2024 in Review

Pacifica Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 1,464 shares — an estimated $50K sold.

Pacifica Partners first reported a position in ESGE in Q2 2024 and held it in 1 quarter. The position peaked at $50K in Q2 2024. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Pacifica Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 1,464 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $50K.
  • Pacifica Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and held it in 1 quarter.
  • Pacifica Partners's iShares ESG Aware MSCI EM ETF position peaked at $50K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.