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

Unionview LLC’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
Q4 		$284K Sell
8,496
-324
-4% -$11.4K 0.21% 67
2024
Q3 		$321K Sell
8,820
-2,678
-23% -$91.4K 0.25% 61
2024
Q2 		$386K Sell
11,498
-276
-2% -$9.09K 0.31% 52
2024
Q1 		$379K Hold
11,774
– – 0.31% 53
2023
Q4 		$377K Buy
11,774
+500
+4% +$15.4K 0.34% 50
2023
Q3 		$341K Sell
11,274
-1,830
-14% -$58K 0.32% 52
2023
Q2 		$414K Buy
13,104
+345
+3% +$10.8K 0.38% 46
2023
Q1 		$402K Buy
12,759
+277
+2% +$8.78K 0.38% 49
2022
Q4 		$375K Buy
12,482
+117
+0.9% +$3.43K 0.38% 50
2022
Q3 		$342K Buy
12,365
+649
+6% +$20.2K 0.39% 49
2022
Q2 		$379K Buy
11,716
+1,897
+19% +$64.3K 0.42% 47
2022
Q1 		$361K Buy
+9,819
New +$377K 0.34% 55

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unionview LLC's ESGE Position: Q4 2024 in Review

Unionview LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.7% in Q4 2024, selling an estimated $11.4K and leaving 8,496 shares worth $284K. The position accounts for 0.21% of the portfolio, ranked #67.

Unionview LLC first reported a position in ESGE in Q1 2022 and has held it in 12 quarters since. The position peaked at $414K in Q2 2023. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Unionview LLC held 8,496 shares of iShares ESG Aware MSCI EM ETF worth $284K as of Q4 2024.
  • Unionview LLC sold 324 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $11.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.21% of Unionview LLC's portfolio in Q4 2024, its #67 holding.
  • Unionview LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 12 quarters since.
  • Unionview LLC's iShares ESG Aware MSCI EM ETF position peaked at $414K in Q2 2023.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.