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TD Ameritrade Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-110,751
Closed -$3.5M – 145
2023
Q2 		$3.5M Sell
110,751
-11,215
-9% -$352K 0.04% 85
2023
Q1 		$3.84M Sell
121,966
-13,356
-10% -$423K 0.04% 86
2022
Q4 		$4.07M Sell
135,322
-17,016
-11% -$499K 0.04% 85
2022
Q3 		$4.22M Buy
152,338
+9,831
+7% +$307K 0.04% 84
2022
Q2 		$4.61M Sell
142,507
-33,530
-19% -$1.14M 0.04% 85
2022
Q1 		$6.46M Buy
176,037
+8,335
+5% +$320K 0.05% 83
2021
Q4 		$6.67M Buy
167,702
+76,481
+84% +$3.15M 0.05% 80
2021
Q3 		$3.25M Sell
91,221
-51,890
-36% -$2.22M 0.03% 87
2021
Q2 		$6.46M Buy
143,111
+31,144
+28% +$1.38M 0.05% 80
2021
Q1 		$4.7M Hold
111,967
– – 0.04% 80
2020
Q4 		$4.7M Buy
111,967
+20,746
+23% +$809K 0.04% 80
2020
Q3 		$3.25M Buy
91,221
+10,166
+13% +$360K 0.03% 87
2020
Q2 		$2.6M Buy
81,055
+8,225
+11% +$247K 0.02% 95
2020
Q1 		$1.99M Buy
72,830
+14,078
+24% +$465K 0.02% 99
2019
Q4 		$2.11M Buy
58,752
+10,982
+23% +$376K 0.02% 96
2019
Q3 		$1.55M Buy
47,770
+11,499
+32% +$378K 0.01% 101
2019
Q2 		$1.23M Buy
36,271
+5,032
+16% +$170K 0.01% 106
2019
Q1 		$1.06M Buy
31,239
+10,790
+53% +$359K 0.01% 107
2018
Q4 		$627K Buy
20,449
+10,199
+100% +$321K 0.01% 110
2018
Q3 		$342K Buy
+10,250
New +$345K ﹤0.01% 115
2018
Q2 		– Sell
-216
Closed -$8K – 467
2018
Q1 		$8K Buy
+216
New +$8.33K ﹤0.01% 114

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Ameritrade Investment Management's ESGE Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 110,751 shares — an estimated $3.5M sold.

TD Ameritrade Investment Management first reported a position in ESGE in Q1 2018 and held it in 21 quarters. The position peaked at $6.67M in Q4 2021. 493 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 110,751 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $3.5M.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $6.67M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.