WR Wealth Planners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WR Wealth Planners’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 Q4	$116K	Sell	3,477 -1,681	-33%	-$59.3K	0.04%	209
2024 Q3	$188K	Sell	5,158 -199	-4%	-$6.79K	0.05%	196
2024 Q2	$180K	Sell	5,357 -131	-2%	-$4.32K	0.05%	180
2024 Q1	$177K	Sell	5,488 -1,631	-23%	-$51.4K	0.06%	187
2023 Q4	$228K	Sell	7,119 -7,545	-51%	-$233K	0.08%	166
2023 Q3	$444K	Buy	14,664 +29	+0.2%	+$918	0.17%	99
2023 Q2	$463K	Sell	14,635 -889	-6%	-$27.9K	0.18%	91
2023 Q1	$489K	Buy	15,524 +98	+0.6%	+$3.11K	0.21%	75
2022 Q4	$464K	Sell	15,426 -1,104	-7%	-$32.4K	0.29%	59
2022 Q3	$457K	Sell	16,530 -712	-4%	-$22.2K	0.32%	49
2022 Q2	$557K	Sell	17,242 -2,257	-12%	-$76.5K	0.37%	47
2022 Q1	$716K	Buy	+19,499	New	+$749K	0.43%	43

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's ESGE Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 33% in Q4 2024, selling an estimated $59.3K and leaving 3,477 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #209.

WR Wealth Planners first reported a position in ESGE in Q1 2022 and has held it in 12 quarters since. The position peaked at $716K in Q1 2022. 516 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

WR Wealth Planners held 3,477 shares of iShares ESG Aware MSCI EM ETF worth $116K as of Q4 2024.
WR Wealth Planners sold 1,681 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $59.3K.
iShares ESG Aware MSCI EM ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #209 holding.
WR Wealth Planners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares ESG Aware MSCI EM ETF position peaked at $716K in Q1 2022.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.