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Bellwether Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1,880
Closed -$73.6K – 279
2025
Q2 		$73.6K Hold
1,880
– – 0.01% 194
2025
Q1 		$65.7K Hold
1,880
– – 0.01% 201
2024
Q4 		$62.8K Buy
+1,880
New +$66.3K 0.01% 217
2023
Q2 		– Sell
-847
Closed -$26.7K – 215
2023
Q1 		$26.7K Hold
847
– – 0.01% 228
2022
Q4 		$25.5K Hold
847
– – 0.01% 230
2022
Q3 		$23K Hold
847
– – 0.01% 208
2022
Q2 		$27K Hold
847
– – 0.01% 197
2022
Q1 		$31K Hold
847
– – 0.01% 219
2021
Q4 		$33K Hold
847
– – 0.01% 232
2021
Q3 		$35K Hold
847
– – 0.01% 218
2021
Q2 		$38K Buy
847
+567
+203% +$25.1K 0.01% 194
2021
Q1 		$12K Hold
280
– – ﹤0.01% 237
2020
Q4 		$11K Buy
+280
New +$10.9K ﹤0.01% 231

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return