Appleton Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Appleton Partners’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 Q1	–	Sell	-6,522	Closed	-$209K	–	277
2023 Q4	$209K	Buy	+6,522	New	+$201K	0.02%	283
2023 Q3	–	Sell	-6,422	Closed	-$203K	–	297
2023 Q2	$203K	Buy	6,422 +65	+1%	+$2.04K	0.02%	286
2023 Q1	$200K	Buy	+6,357	New	+$201K	0.02%	292
2022 Q3	–	Sell	-6,552	Closed	-$212K	–	295
2022 Q2	$212K	Buy	6,552 +370	+6%	+$12.5K	0.02%	286
2022 Q1	$227K	Buy	6,182 +190	+3%	+$7.3K	0.02%	288
2021 Q4	$238K	Buy	5,992 +130	+2%	+$5.36K	0.02%	290
2021 Q3	$243K	Buy	+5,862	New	+$251K	0.02%	268

Other funds holding ESGE

Bank of America

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

Empower Advisory Group

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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

Wealthfront Advisers

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