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

Summit Securities 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
2024
Q2 		– Sell
-2
Closed – – 633
2024
Q1 		$0 Buy
+2
New +$63 ﹤0.01% 590

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's ESGE Position: Q2 2024 in Review

Summit Securities Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 2 shares.

Summit Securities Group first reported a position in ESGE in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Summit Securities Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 2 iShares ESG Aware MSCI EM ETF shares in Q2 2024.
  • Summit Securities Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and held it in 1 quarter.
  • Summit Securities Group's iShares ESG Aware MSCI EM ETF position peaked at $0 in Q1 2024.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.