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Woodmont Investment Counsel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-178
Closed -$5.74K – 264
2024
Q1 		$5.74K Buy
+178
New +$5.61K ﹤0.01% 343

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodmont Investment Counsel's ESGE Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 178 shares — an estimated $5.74K sold.

Woodmont Investment Counsel first reported a position in ESGE in Q1 2024 and held it in 1 quarter. The position peaked at $5.74K in Q1 2024. 494 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 178 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $5.74K.
  • Woodmont Investment Counsel first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares ESG Aware MSCI EM ETF position peaked at $5.74K in Q1 2024.
  • 494 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.