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Sowell Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sowell Financial Services’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
-13,521
Closed -$409K – 545
2023
Q3 		$409K Sell
13,521
-6,460
-32% -$205K 0.03% 428
2023
Q2 		$632K Buy
19,981
+12,896
+182% +$405K 0.04% 424
2023
Q1 		$223K Sell
7,085
-13,597
-66% -$431K 0.02% 664
2022
Q4 		$622K Buy
20,682
+6,807
+49% +$199K 0.04% 396
2022
Q3 		$384K Buy
+13,875
New +$433K 0.04% 347
2022
Q1 		– Sell
-23,807
Closed -$946K – 250
2021
Q4 		$946K Buy
23,807
+10,672
+81% +$440K 0.05% 339
2021
Q3 		$544K Sell
13,135
-24,698
-65% -$1.06M 0.04% 383
2021
Q2 		$1.71M Sell
37,833
-2,025
-5% -$89.7K 0.11% 208
2021
Q1 		$1.76M Sell
39,858
-2,311
-5% -$103K 0.06% 273
2020
Q4 		$1.77M Buy
42,169
+416
+1% +$16.2K 0.08% 226
2020
Q3 		$1.49M Sell
41,753
-3,652
-8% -$129K 0.07% 222
2020
Q2 		$1.46M Buy
45,405
+3,694
+9% +$111K 0.08% 213
2020
Q1 		$1.14M Buy
41,711
+17,984
+76% +$594K 0.08% 234
2019
Q4 		$853K Buy
23,727
+934
+4% +$32K 0.07% 308
2019
Q3 		$741K Buy
+22,793
New +$749K 0.06% 310
2019
Q1 		$512K Buy
15,041
+7,898
+111% +$263K 0.06% 320
2018
Q4 		$219K Buy
+7,143
New +$225K 0.03% 444

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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

Sowell Financial Services's ESGE Position: Q4 2023 in Review

Sowell Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 13,521 shares — an estimated $409K sold.

Sowell Financial Services first reported a position in ESGE in Q4 2018 and held it in 17 quarters. The position peaked at $1.77M in Q4 2020. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Sowell Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 13,521 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $409K.
  • Sowell Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 17 quarters.
  • Sowell Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $1.77M in Q4 2020.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.