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VitalStone Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

VitalStone Financial’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
-27
Closed -$1K – 507
2023
Q4 		$1K Hold
27
– – ﹤0.01% 445
2023
Q3 		$1K Hold
27
– – ﹤0.01% 412
2023
Q2 		$1K Sell
27
-89
-77% -$2.79K ﹤0.01% 840
2023
Q1 		$4K Buy
116
+89
+330% +$2.82K ﹤0.01% 261
2022
Q4 		$1K Buy
+27
New +$791 ﹤0.01% 474

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

VitalStone Financial's ESGE Position: Q1 2024 in Review

VitalStone Financial sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 27 shares — an estimated $1K sold.

VitalStone Financial first reported a position in ESGE in Q4 2022 and held it in 5 quarters. The position peaked at $4K in Q1 2023. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

  • VitalStone Financial reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 27 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $1K.
  • VitalStone Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's iShares ESG Aware MSCI EM ETF position peaked at $4K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.