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Pittenger & Anderson Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pittenger & Anderson Inc’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
Q1 		– Sell
-725
Closed -$23.2K – 435
2023
Q4 		$23.2K Sell
725
-4,791
-87% -$148K ﹤0.01% 329
2023
Q3 		$167K Sell
5,516
-250
-4% -$7.92K 0.01% 208
2023
Q2 		$182K Sell
5,766
-290
-5% -$9.1K 0.01% 210
2023
Q1 		$191K Hold
6,056
– – 0.01% 203
2022
Q4 		$182K Buy
6,056
+491
+9% +$14.4K 0.01% 203
2022
Q3 		$154K Buy
5,565
+817
+17% +$25.5K 0.01% 209
2022
Q2 		$153K Sell
4,748
-393
-8% -$13.3K 0.01% 215
2022
Q1 		$189K Sell
5,141
-54
-1% -$2.07K 0.01% 215
2021
Q4 		$207K Buy
5,195
+331
+7% +$13.6K 0.01% 211
2021
Q3 		$202K Buy
4,864
+506
+12% +$21.6K 0.01% 204
2021
Q2 		$197K Buy
4,358
+52
+1% +$2.3K 0.01% 203
2021
Q1 		$186K Buy
4,306
+595
+16% +$26.5K 0.01% 203
2020
Q4 		$156K Buy
3,711
+798
+27% +$31.1K 0.01% 208
2020
Q3 		$104K Sell
2,913
-2
-0.1% -$71 0.01% 223
2020
Q2 		$94K Buy
2,915
+100
+4% +$3K 0.01% 221
2020
Q1 		$77K Sell
2,815
-44
-2% -$1.45K 0.01% 226
2019
Q4 		$103K Buy
2,859
+360
+14% +$12.3K 0.01% 244
2019
Q3 		$81K Buy
2,499
+41
+2% +$1.35K 0.01% 250
2019
Q2 		$84K Hold
2,458
– – 0.01% 243
2019
Q1 		$84K Buy
2,458
+1,150
+88% +$38.3K 0.01% 240
2018
Q4 		$40K Buy
1,308
+658
+101% +$20.7K ﹤0.01% 265
2018
Q3 		$22K Buy
+650
New +$21.9K ﹤0.01% 295

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Pittenger & Anderson Inc's ESGE Position: Q1 2024 in Review

Pittenger & Anderson Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 725 shares — an estimated $23.2K sold.

Pittenger & Anderson Inc first reported a position in ESGE in Q3 2018 and held it in 22 quarters. The position peaked at $207K in Q4 2021. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Pittenger & Anderson Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 725 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $23.2K.
  • Pittenger & Anderson Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 22 quarters.
  • Pittenger & Anderson Inc's iShares ESG Aware MSCI EM ETF position peaked at $207K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2024, filed 2 May 2024.