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Virtus Investment Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-67,904
Closed -$2.06M – 361
2023
Q3 		$2.06M Sell
67,904
-8,613
-11% -$273K 1.4% 8
2023
Q2 		$2.42M Buy
76,517
+39,600
+107% +$1.24M 1.64% 4
2023
Q1 		$1.16M Hold
36,917
– – 0.81% 28
2022
Q4 		$1.11M Hold
36,917
– – 0.74% 31
2022
Q3 		$1.02M Buy
+36,917
New +$1.15M 0.47% 31

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Virtus Investment Advisers's ESGE Position: Q4 2023 in Review

Virtus Investment Advisers sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 67,904 shares — an estimated $2.06M sold.

Virtus Investment Advisers first reported a position in ESGE in Q3 2022 and held it in 5 quarters. The position peaked at $2.42M in Q2 2023. 510 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

  • Virtus Investment Advisers reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 67,904 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $2.06M.
  • Virtus Investment Advisers first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 5 quarters.
  • Virtus Investment Advisers's iShares ESG Aware MSCI EM ETF position peaked at $2.42M in Q2 2023.
  • 510 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Virtus Investment Advisers's 13F filing for Q4 2023, filed 15 Feb 2024.