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

Cahill Financial 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
2023
Q4 		– Sell
-9,786
Closed -$296K – 242
2023
Q3 		$296K Hold
9,786
– – 0.05% 195
2023
Q2 		$310K Hold
9,786
– – 0.05% 191
2023
Q1 		$308K Hold
9,786
– – 0.05% 192
2022
Q4 		$294K Sell
9,786
-15,005
-61% -$440K 0.06% 186
2022
Q3 		$686K Buy
24,791
+3,201
+15% +$99.8K 0.14% 133
2022
Q2 		$698K Buy
21,590
+2,917
+16% +$98.9K 0.15% 130
2022
Q1 		$686K Sell
18,673
-144
-0.8% -$5.53K 0.13% 137
2021
Q4 		$748K Hold
18,817
– – 0.14% 129
2021
Q3 		$780K Buy
+18,817
New +$804K 0.16% 126

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return