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Tyler-Stone Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tyler-Stone Wealth 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
2024
Q1 		– Sell
-100
Closed -$3.21K – 975
2023
Q4 		$3.21K Hold
100
– – ﹤0.01% 771
2023
Q3 		$3K Hold
100
– – ﹤0.01% 771
2023
Q2 		$3K Buy
+100
New +$3.14K ﹤0.01% 762

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Tyler-Stone Wealth Management's ESGE Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 100 shares — an estimated $3.21K sold.

Tyler-Stone Wealth Management first reported a position in ESGE in Q2 2023 and held it in 3 quarters. The position peaked at $3.21K in Q4 2023. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $3.21K.
  • Tyler-Stone Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $3.21K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.