Ritter Daniher Financial Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ritter Daniher Financial Advisory’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 Q3	–	Sell	-39	Closed	-$1.23K	–	362
2023 Q2	$1.23K	Buy	+39	New	+$1.22K	﹤0.01%	295
2022 Q2	–	Sell	-563	Closed	-$21K	–	251
2022 Q1	$21K	Buy	+563	New	+$21.6K	0.01%	141

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ritter Daniher Financial Advisory's ESGE Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 39 shares — an estimated $1.23K sold.

Ritter Daniher Financial Advisory first reported a position in ESGE in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

Ritter Daniher Financial Advisory reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 39 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $1.23K.
Ritter Daniher Financial Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 2 quarters.
Ritter Daniher Financial Advisory's iShares ESG Aware MSCI EM ETF position peaked at $21K in Q1 2022.
492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.