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Strategic Wealth Partners Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Strategic Wealth Partners 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
Q4 		– Sell
-1,152
Closed -$34.9K – 68
2023
Q3 		$34.9K Hold
1,152
– – 0.01% 61
2023
Q2 		$36K Hold
1,152
– – 0.01% 60
2023
Q1 		$35K Buy
+1,152
New +$36.5K 0.01% 58

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 22.9% 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

Strategic Wealth Partners Group's ESGE Position: Q4 2023 in Review

Strategic Wealth Partners Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 1,152 shares — an estimated $34.9K sold.

Strategic Wealth Partners Group first reported a position in ESGE in Q1 2023 and held it in 3 quarters. The position peaked at $36K in Q2 2023. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Strategic Wealth Partners Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 1,152 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $34.9K.
  • Strategic Wealth Partners Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 3 quarters.
  • Strategic Wealth Partners Group's iShares ESG Aware MSCI EM ETF position peaked at $36K in Q2 2023.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2023, filed 13 Feb 2024.