Sigma Planning Corp’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sigma Planning Corp’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	-9,452	Closed	-$286K	–	939
2023 Q3	$286K	Sell	9,452 -1,257	-12%	-$39.8K	0.01%	939
2023 Q2	$339K	Sell	10,709 -3,227	-23%	-$101K	0.01%	883
2023 Q1	$439K	Buy	13,936 +2,850	+26%	+$90.3K	0.01%	856
2022 Q4	$333K	Sell	11,086 -6,495	-37%	-$190K	0.01%	923
2022 Q3	$486K	Sell	17,581 -1,843	-9%	-$57.5K	0.02%	740
2022 Q2	$628K	Sell	19,424 -13,655	-41%	-$463K	0.02%	662
2022 Q1	$1.22M	Buy	33,079 +1,408	+4%	+$54.1K	0.04%	463
2021 Q4	$1.26M	Sell	31,671 -5,711	-15%	-$235K	0.04%	456
2021 Q3	$1.55M	Sell	37,382 -7,823	-17%	-$334K	0.05%	402
2021 Q2	$2.04M	Sell	45,205 -1,791	-4%	-$79.3K	0.06%	325
2021 Q1	$2.04M	Sell	46,996 -452	-1%	-$20.1K	0.07%	309
2020 Q4	$1.99M	Buy	47,448 +10,312	+28%	+$402K	0.07%	277
2020 Q3	$1.32M	Sell	37,136 -4,943	-12%	-$175K	0.05%	328
2020 Q2	$1.35M	Buy	42,079 +24,436	+139%	+$734K	0.06%	315
2020 Q1	$483K	Buy	+17,643	New	+$583K	0.03%	489

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 22.96% 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

Sigma Planning Corp's ESGE Position: Q4 2023 in Review

Sigma Planning Corp sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 9,452 shares — an estimated $286K sold.

Sigma Planning Corp first reported a position in ESGE in Q1 2020 and held it in 15 quarters. The position peaked at $2.04M in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Sigma Planning Corp reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 9,452 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $286K.
Sigma Planning Corp first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 15 quarters.
Sigma Planning Corp's iShares ESG Aware MSCI EM ETF position peaked at $2.04M in Q2 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.