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StoneX Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

StoneX 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
2023
Q1 		– Sell
-8,577
Closed -$258K – 517
2022
Q4 		$258K Buy
+8,577
New +$251K 0.04% 342
2022
Q3 		– Sell
-6,610
Closed -$214K – 399
2022
Q2 		$214K Sell
6,610
-5,554
-46% -$188K 0.03% 335
2022
Q1 		$447K Sell
12,164
-4,114
-25% -$158K 0.04% 338
2021
Q4 		$647K Buy
16,278
+913
+6% +$37.6K 0.07% 252
2021
Q3 		$637K Buy
15,365
+199
+1% +$8.51K 0.09% 217
2021
Q2 		$685K Buy
15,166
+5,571
+58% +$247K 0.1% 201
2021
Q1 		$416K Buy
9,595
+698
+8% +$31K 0.07% 245
2020
Q4 		$373K Buy
8,897
+3,125
+54% +$122K 0.08% 233
2020
Q3 		$206K Buy
+5,772
New +$204K 0.07% 308

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StoneX Group's ESGE Position: Q1 2023 in Review

StoneX Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 8,577 shares — an estimated $258K sold.

StoneX Group first reported a position in ESGE in Q3 2020 and held it in 9 quarters. The position peaked at $685K in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • StoneX Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 8,577 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $258K.
  • StoneX Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 9 quarters.
  • StoneX Group's iShares ESG Aware MSCI EM ETF position peaked at $685K in Q2 2021.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.