Relyea Zuckerberg Hanson’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Relyea Zuckerberg Hanson’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
2023 Q4	–	Sell	-24,969	Closed	-$756K	–	234
2023 Q3	$756K	Sell	24,969 -1,134	-4%	-$35.9K	0.17%	79
2023 Q2	$826K	Buy	26,103 +3,862	+17%	+$121K	0.19%	77
2023 Q1	$700K	Buy	22,241 +2,390	+12%	+$75.7K	0.17%	82
2022 Q4	$597K	Sell	19,851 -8,194	-29%	-$240K	0.17%	86
2022 Q3	$776K	Buy	28,045 +7,004	+33%	+$218K	0.28%	53
2022 Q2	$680K	Buy	21,041 +1,255	+6%	+$42.6K	0.25%	63
2022 Q1	$718K	Buy	19,786 +3,342	+20%	+$128K	0.24%	66
2021 Q4	$656K	Sell	16,444 -2,619	-14%	-$108K	0.24%	75
2021 Q3	$790K	Buy	19,063 +165	+0.9%	+$7.05K	0.31%	53
2021 Q2	$853K	Buy	18,898 +285	+2%	+$12.6K	0.35%	47
2021 Q1	$826K	Buy	18,613 +105	+0.6%	+$4.67K	0.36%	42
2020 Q4	$777K	Buy	18,508 +1,002	+6%	+$39.1K	0.42%	43
2020 Q3	$645K	Buy	17,506 +1,370	+8%	+$48.5K	0.42%	49
2020 Q2	$518K	Buy	+16,136	New	+$485K	0.41%	52

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Relyea Zuckerberg Hanson's ESGE Position: Q4 2023 in Review

Relyea Zuckerberg Hanson sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 24,969 shares — an estimated $756K sold.

Relyea Zuckerberg Hanson first reported a position in ESGE in Q2 2020 and held it in 14 quarters. The position peaked at $853K in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Relyea Zuckerberg Hanson reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 24,969 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $756K.
Relyea Zuckerberg Hanson first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 14 quarters.
Relyea Zuckerberg Hanson's iShares ESG Aware MSCI EM ETF position peaked at $853K in Q2 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2023, filed 18 Jan 2024.