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ESGE icon

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

TCWP’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
Q3 		– Sell
-15,532
Closed -$521K – 17
2024
Q2 		$521K Buy
15,532
+5,282
+52% +$174K 1.28% 25
2024
Q1 		$330K Buy
10,250
+2,784
+37% +$87.7K 0.88% 37
2023
Q4 		$239K Buy
+7,466
New +$230K 0.68% 44
2023
Q3 		– Sell
-8,768
Closed -$277K – 128
2023
Q2 		$277K Buy
8,768
+1,059
+14% +$33.2K 0.06% 150
2023
Q1 		$243K Buy
7,709
+461
+6% +$14.6K 0.05% 221
2022
Q4 		$218K Sell
7,248
-4,418
-38% -$129K 0.04% 242
2022
Q3 		$322K Sell
11,666
-4,137
-26% -$129K 0.07% 196
2022
Q2 		$510K Buy
15,803
+5,498
+53% +$186K 0.11% 138
2022
Q1 		$378K Sell
10,305
-371
-3% -$14.2K 0.07% 188
2021
Q4 		$424K Buy
+10,676
New +$440K 0.08% 163

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCWP's ESGE Position: Q3 2024 in Review

TCWP sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 15,532 shares — an estimated $521K sold.

TCWP first reported a position in ESGE in Q4 2021 and held it in 10 quarters. The position peaked at $521K in Q2 2024. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • TCWP reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 15,532 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $521K.
  • TCWP first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 10 quarters.
  • TCWP's iShares ESG Aware MSCI EM ETF position peaked at $521K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.