Schroder Investment Management Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Schroder Investment Management 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	–	Sell	-61,421	Closed	-$1.97M	–	1208
2023 Q4	$1.97M	Sell	61,421 -17,763	-22%	-$548K	﹤0.01%	913
2023 Q3	$2.4M	Hold	79,184	–	–	﹤0.01%	880
2023 Q2	$2.5M	Hold	79,184	–	–	﹤0.01%	908
2023 Q1	$2.49M	Buy	79,184 +38,316	+94%	+$1.21M	﹤0.01%	916
2022 Q4	$1.23M	Hold	40,868	–	–	﹤0.01%	1028
2022 Q3	$1.13M	Hold	40,868	–	–	﹤0.01%	1034
2022 Q2	$1.33M	Sell	40,868 -18,685	-31%	-$634K	﹤0.01%	1033
2022 Q1	$2.22M	Buy	+59,553	New	+$2.29M	﹤0.01%	991

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Schroder Investment Management Group's ESGE Position: Q1 2024 in Review

Schroder Investment Management Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 61,421 shares — an estimated $1.97M sold.

Schroder Investment Management Group first reported a position in ESGE in Q1 2022 and held it in 8 quarters. The position peaked at $2.5M in Q2 2023. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Schroder Investment Management Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
Schroder Investment Management Group sold 61,421 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $1.97M.
Schroder Investment Management Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 8 quarters.
Schroder Investment Management Group's iShares ESG Aware MSCI EM ETF position peaked at $2.5M in Q2 2023.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.