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Apeiron RIA’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Apeiron RIA’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
-22,851
Closed -$692K – 202
2023
Q3 		$692K Buy
22,851
+370
+2% +$11.7K 0.24% 74
2023
Q2 		$711K Sell
22,481
-6,526
-22% -$205K 0.24% 71
2023
Q1 		$913K Buy
+29,007
New +$919K 0.31% 54
2022
Q4 		– Sell
-15,980
Closed -$435K – 186
2022
Q3 		$435K Sell
15,980
-906
-5% -$28.3K 0.2% 93
2022
Q2 		$193 Buy
+16,886
New +$573K 0.05% 116

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Empower Advisory Group
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TIAA Trust, National Association
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Northern Trust
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Goldman Sachs
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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Ameriprise
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return