Stokes Family Office’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stokes Family Office’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	-12,514	Closed	-$379K	–	255
2023 Q3	$379K	Buy	12,514 +144	+1%	+$4.56K	0.04%	210
2023 Q2	$391K	Sell	12,370 -152	-1%	-$4.77K	0.05%	210
2023 Q1	$394K	Sell	12,522 -85	-0.7%	-$2.69K	0.05%	194
2022 Q4	$379K	Sell	12,607 -475	-4%	-$13.9K	0.05%	190
2022 Q3	$362K	Buy	13,082 +814	+7%	+$25.4K	0.05%	184
2022 Q2	$396K	Buy	+12,268	New	+$416K	0.05%	180
2022 Q1	–	Sell	-6,499	Closed	-$258K	–	267
2021 Q4	$258K	Buy	+6,499	New	+$268K	0.03%	212

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 22.9% 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

Stokes Family Office's ESGE Position: Q4 2023 in Review

Stokes Family Office sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 12,514 shares — an estimated $379K sold.

Stokes Family Office first reported a position in ESGE in Q4 2021 and held it in 7 quarters. The position peaked at $396K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Stokes Family Office reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 12,514 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $379K.
Stokes Family Office first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 7 quarters.
Stokes Family Office's iShares ESG Aware MSCI EM ETF position peaked at $396K in Q2 2022.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.