Retirement Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Retirement Group’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	$4.89K	Hold	152	–	–	﹤0.01%	566
2023 Q4	$4.86K	Buy	+152	New	+$4.69K	﹤0.01%	534
2023 Q3	–	Sell	-149	Closed	-$4.71K	–	790
2023 Q2	$4.71K	Buy	+149	New	+$4.67K	﹤0.01%	519
2021 Q3	–	Sell	-1,772	Closed	-$80K	–	648
2021 Q2	$80K	Buy	1,772 +69	+4%	+$3.06K	0.04%	181
2021 Q1	$74K	Hold	1,703	–	–	0.03%	224
2020 Q4	$71K	Buy	1,703 +14	+0.8%	+$546	0.03%	216
2020 Q3	$60K	Buy	+1,689	New	+$59.8K	0.03%	223

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Retirement Group's ESGE Position: Q1 2024 in Review

Retirement Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2024 at 152 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Retirement Group first reported a position in ESGE in Q3 2020 and has held it in 7 quarters since. The position peaked at $80K in Q2 2021. 494 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Retirement Group held 152 shares of iShares ESG Aware MSCI EM ETF worth $4.89K as of Q1 2024.
Retirement Group left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2024.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #566 holding.
Retirement Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 7 quarters since.
Retirement Group's iShares ESG Aware MSCI EM ETF position peaked at $80K in Q2 2021.
494 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.