Acropolis Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Acropolis Investment Management’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	-7,177	Closed	-$217K	–	284
2023 Q3	$217K	Hold	7,177	–	–	0.02%	206
2023 Q2	$227K	Buy	7,177 +395	+6%	+$12.4K	0.02%	190
2023 Q1	$213K	Buy	+6,782	New	+$215K	0.02%	193
2022 Q2	–	Sell	-7,037	Closed	-$258K	–	243
2022 Q1	$258K	Buy	7,037 +90	+1%	+$3.46K	0.02%	164
2021 Q4	$276K	Buy	+6,947	New	+$286K	0.02%	162

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 22.9% 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

Acropolis Investment Management's ESGE Position: Q4 2023 in Review

Acropolis Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 7,177 shares — an estimated $217K sold.

Acropolis Investment Management first reported a position in ESGE in Q4 2021 and held it in 5 quarters. The position peaked at $276K in Q4 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Acropolis Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Acropolis Investment Management sold 7,177 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $217K.
Acropolis Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 5 quarters.
Acropolis Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $276K in Q4 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Acropolis Investment Management's 13F filing for Q4 2023, filed 16 Jan 2024.