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Balanced Rock Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Balanced Rock Investment Advisors’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
2026
Q1 		$1.23M Buy
26,957
+386
+1% +$18.3K 0.86% 36
2025
Q4 		$1.17M Buy
26,571
+1,836
+7% +$80.9K 0.83% 37
2025
Q3 		$1.07M Buy
24,735
+135
+0.5% +$5.51K 0.79% 37
2025
Q2 		$964K Sell
24,600
-3,824
-13% -$138K 0.76% 36
2025
Q1 		$993K Buy
28,424
+677
+2% +$23.6K 0.79% 30
2024
Q4 		$926K Sell
27,747
-15,369
-36% -$542K 0.73% 33
2024
Q3 		$1.57M Buy
43,116
+593
+1% +$20.3K 1.23% 25
2024
Q2 		$1.43M Sell
42,523
-275
-0.6% -$9.06K 1.2% 26
2024
Q1 		$1.38M Sell
42,798
-4,878
-10% -$154K 1.18% 25
2023
Q4 		$1.53M Buy
+47,676
New +$1.47M 1.36% 20

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return