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Stratos Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stratos Wealth 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
2024
Q4 		– Sell
-5,526
Closed -$201K – 732
2024
Q3 		$201K Sell
5,526
-2,788
-34% -$95.2K 0.01% 705
2024
Q2 		$279K Buy
+8,314
New +$274K 0.01% 585
2023
Q4 		– Sell
-9,913
Closed -$300K – 702
2023
Q3 		$300K Sell
9,913
-970
-9% -$30.7K 0.02% 529
2023
Q2 		$344K Sell
10,883
-1,436
-12% -$45K 0.02% 488
2023
Q1 		$388K Buy
12,319
+4,520
+58% +$143K 0.03% 450
2022
Q4 		$235K Sell
7,799
-1,190
-13% -$34.9K 0.02% 517
2022
Q3 		$249K Sell
8,989
-1,279
-12% -$39.9K 0.03% 438
2022
Q2 		$332K Sell
10,268
-31,190
-75% -$1.06M 0.03% 421
2022
Q1 		$1.52M Buy
41,458
+13,731
+50% +$527K 0.12% 207
2021
Q4 		$1.1M Buy
27,727
+5,424
+24% +$224K 0.08% 267
2021
Q3 		$924K Sell
22,303
-6,659
-23% -$285K 0.08% 264
2021
Q2 		$1.31M Buy
+28,962
New +$1.28M 0.12% 202
2020
Q2 		– Sell
-5,657
Closed -$155K – 288
2020
Q1 		$155K Buy
+5,657
New +$187K 0.11% 153

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stratos Wealth Advisors's ESGE Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 5,526 shares — an estimated $201K sold.

Stratos Wealth Advisors first reported a position in ESGE in Q1 2020 and held it in 13 quarters. The position peaked at $1.52M in Q1 2022. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,526 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $201K.
  • Stratos Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 13 quarters.
  • Stratos Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.52M in Q1 2022.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.