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

Tiedemann Advisors’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	$1.86M	Sell	61,262 -74,169	-55%	-$2.35M	0.08%	77
2023 Q2	$4.28M	Sell	135,431 -1,483	-1%	-$46.5K	0.18%	52
2023 Q1	$4.31M	Buy	136,914 +45,068	+49%	+$1.43M	0.2%	49
2022 Q4	$2.76M	Sell	91,846 -39,918	-30%	-$1.17M	0.13%	64
2022 Q3	$3.65M	Buy	131,764 +72,619	+123%	+$2.27M	0.22%	52
2022 Q2	$1.91M	Sell	59,145 -6,404	-10%	-$217K	0.14%	73
2022 Q1	$2.41M	Buy	65,549 +33,271	+103%	+$1.28M	0.12%	78
2021 Q4	$1.28M	Buy	32,278 +1,624	+5%	+$67K	0.06%	122
2021 Q3	$1.27M	Sell	30,654 -1,062	-3%	-$45.4K	0.07%	116
2021 Q2	$1.43M	Hold	31,716	–	–	0.06%	134
2021 Q1	$1.37M	Hold	31,716	–	–	0.06%	133
2020 Q4	$1.33M	Sell	31,716 -3,476	-10%	-$136K	0.06%	126
2020 Q3	$1.25M	Sell	35,192 -46,314	-57%	-$1.64M	0.06%	156
2020 Q2	$2.61M	Buy	81,506 +48,534	+147%	+$1.46M	0.14%	98
2020 Q1	$902K	Buy	+32,972	New	+$1.09M	0.06%	161

Other funds holding ESGE

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiedemann Advisors's ESGE Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 55% in Q3 2023, selling an estimated $2.35M and leaving 61,262 shares worth $1.86M. The position accounts for 0.08% of the portfolio, ranked #77.

Tiedemann Advisors first reported a position in ESGE in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.31M in Q1 2023. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

Tiedemann Advisors held 61,262 shares of iShares ESG Aware MSCI EM ETF worth $1.86M as of Q3 2023.
Tiedemann Advisors sold 74,169 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $2.35M.
iShares ESG Aware MSCI EM ETF made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #77 holding.
Tiedemann Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 15 quarters since.
Tiedemann Advisors's iShares ESG Aware MSCI EM ETF position peaked at $4.31M in Q1 2023.
492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.