Sugarloaf Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sugarloaf Wealth Management’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	$3.07K	Sell	92 -2,227	-96%	-$78.6K	﹤0.01%	609
2024 Q3	$84.4K	Buy	2,319 +709	+44%	+$24.2K	0.02%	247
2024 Q2	$54K	Hold	1,610	–	–	0.01%	288
2024 Q1	$51.9K	Buy	1,610 +363	+29%	+$11.4K	0.01%	289
2023 Q4	$40K	Hold	1,247	–	–	0.01%	309
2023 Q3	$37.8K	Sell	1,247 -1,340	-52%	-$42.4K	0.01%	321
2023 Q2	$81.8K	Hold	2,587	–	–	0.02%	230
2023 Q1	$81.4K	Buy	2,587 +797	+45%	+$25.3K	0.02%	223
2022 Q4	$53.8K	Hold	1,790	–	–	0.01%	270
2022 Q3	$50K	Buy	1,790 +218	+14%	+$6.8K	0.01%	282
2022 Q2	$51K	Hold	1,572	–	–	0.01%	280
2022 Q1	$58K	Hold	1,572	–	–	0.01%	261
2021 Q4	$62K	Hold	1,572	–	–	0.01%	262
2021 Q3	$65K	Hold	1,572	–	–	0.02%	238
2021 Q2	$71K	Sell	1,572 -198,189	-99%	-$8.78M	0.02%	228
2021 Q1	$58	Buy	199,761 +198,414	+14,730%	+$8.82M	0.02%	251
2020 Q4	$56K	Buy	1,347 +83	+7%	+$3.24K	0.02%	240
2020 Q3	$47K	Hold	1,264	–	–	0.02%	246
2020 Q2	$41K	Hold	1,264	–	–	0.02%	262
2020 Q1	$35K	Buy	+1,264	New	+$41.7K	0.02%	257

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's ESGE Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 96% in Q4 2024, selling an estimated $78.6K and leaving 92 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Sugarloaf Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 20 quarters since. The position peaked at $84.4K in Q3 2024. 515 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

Sugarloaf Wealth Management held 92 shares of iShares ESG Aware MSCI EM ETF worth $3.07K as of Q4 2024.
Sugarloaf Wealth Management sold 2,227 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $78.6K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #609 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 20 quarters since.
Sugarloaf Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $84.4K in Q3 2024.
515 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.