TFO Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TFO Wealth Partners’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	-318	Closed	-$10.2K	–	275
2024 Q1	$10.2K	Sell	318 -150	-32%	-$4.73K	﹤0.01%	91
2023 Q4	$15K	Buy	468 +178	+61%	+$5.49K	﹤0.01%	86
2023 Q3	$9.17K	Hold	290	–	–	﹤0.01%	165
2023 Q2	$9.17K	Hold	290	–	–	﹤0.01%	156
2023 Q1	$9.13K	Sell	290 -27,386	-99%	-$868K	﹤0.01%	113
2022 Q4	$1.29M	Buy	27,676 +26,552	+2,362%	+$778K	0.3%	18
2022 Q3	$31K	Sell	1,124 -2,837	-72%	-$88.5K	0.01%	62
2022 Q2	$128K	Sell	3,961 -450	-10%	-$15.3K	0.03%	52
2022 Q1	$162K	Buy	+4,411	New	+$169K	0.03%	47

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFO Wealth Partners's ESGE Position: Q2 2024 in Review

TFO Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 318 shares — an estimated $10.2K sold.

TFO Wealth Partners first reported a position in ESGE in Q1 2022 and held it in 9 quarters. The position peaked at $1.29M in Q4 2022. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

TFO Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 318 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $10.2K.
TFO Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 9 quarters.
TFO Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $1.29M in Q4 2022.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.