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Simon Quick Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Simon Quick Advisors’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
-7,834
Closed -$237K – 353
2023
Q3 		$237K Sell
7,834
-1,362
-15% -$43.1K 0.02% 274
2023
Q2 		$291K Sell
9,196
-2,007
-18% -$63K 0.03% 208
2023
Q1 		$353K Buy
11,203
+132
+1% +$4.18K 0.04% 187
2022
Q4 		$333K Sell
11,071
-453
-4% -$13.3K 0.04% 161
2022
Q3 		$319K Hold
11,524
– – 0.05% 148
2022
Q2 		$370K Buy
+11,524
New +$391K 0.05% 131

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Simon Quick Advisors's ESGE Position: Q4 2023 in Review

Simon Quick Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 7,834 shares — an estimated $237K sold.

Simon Quick Advisors first reported a position in ESGE in Q2 2022 and held it in 6 quarters. The position peaked at $370K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Simon Quick Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Simon Quick Advisors sold 7,834 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $237K.
  • Simon Quick Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 6 quarters.
  • Simon Quick Advisors's iShares ESG Aware MSCI EM ETF position peaked at $370K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Simon Quick Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.