Waypoint Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Waypoint Wealth Partners’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	-14,990	Closed	-$454K	–	77
2023 Q3	$454K	Buy	+14,990	New	+$475K	0.16%	42
2023 Q1	–	Sell	-13,800	Closed	-$415K	–	71
2022 Q4	$415K	Buy	+13,800	New	+$404K	0.16%	35
2022 Q3	–	Sell	-9,280	Closed	-$300K	–	65
2022 Q2	$300K	Buy	9,280 +2,690	+41%	+$91.2K	0.12%	43
2022 Q1	$242K	Hold	6,590	–	–	0.09%	45
2021 Q4	$262K	Hold	6,590	–	–	0.09%	48
2021 Q3	$273K	Hold	6,590	–	–	0.1%	38
2021 Q2	$298K	Hold	6,590	–	–	0.12%	34
2021 Q1	$285K	Hold	6,590	–	–	0.21%	32
2020 Q4	$277K	Buy	+6,590	New	+$257K	0.22%	29

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Waypoint Wealth Partners's ESGE Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 14,990 shares — an estimated $454K sold.

Waypoint Wealth Partners first reported a position in ESGE in Q4 2020 and held it in 9 quarters. The position peaked at $454K in Q3 2023. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Waypoint Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Waypoint Wealth Partners sold 14,990 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $454K.
Waypoint Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 9 quarters.
Waypoint Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $454K in Q3 2023.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.