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Wetzel Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-321
Closed -$10.3K – 360
2024
Q2 		$10.3K Hold
321
– – 0.01% 460
2024
Q1 		$10K Hold
321
– – 0.01% 531
2023
Q4 		$10K Buy
+321
New +$9.9K 0.01% 514

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wetzel Investment Advisors's ESGE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 321 shares — an estimated $10.3K sold.

Wetzel Investment Advisors first reported a position in ESGE in Q4 2023 and held it in 3 quarters. The position peaked at $10.3K in Q2 2024. 503 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 321 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $10.3K.
  • Wetzel Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $10.3K in Q2 2024.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.