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

Provenance Wealth 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
Q2 		– Sell
-402
Closed -$13K – 524
2024
Q1 		$13K Hold
402
– – ﹤0.01% 303
2023
Q4 		$12.9K Hold
402
– – ﹤0.01% 292
2023
Q3 		$12.2K Buy
+402
New +$12.7K ﹤0.01% 236

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Provenance Wealth Advisors's ESGE Position: Q2 2024 in Review

Provenance Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 402 shares — an estimated $13K sold.

Provenance Wealth Advisors first reported a position in ESGE in Q3 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Provenance Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 402 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $13K.
  • Provenance Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and held it in 3 quarters.
  • Provenance Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $13K in Q1 2024.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Provenance Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2025.