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

Cardiff Park 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
2024 Q1	–	Sell	-166	Closed	-$5.32K	–	353
2023 Q4	$5.32K	Hold	166	–	–	﹤0.01%	323
2023 Q3	$5.03K	Hold	166	–	–	﹤0.01%	302
2023 Q2	$5.25K	Hold	166	–	–	﹤0.01%	313
2023 Q1	$5.23K	Hold	166	–	–	﹤0.01%	307
2022 Q4	$4.99K	Hold	166	–	–	﹤0.01%	306
2022 Q3	$5K	Hold	166	–	–	﹤0.01%	311
2022 Q2	$5K	Hold	166	–	–	﹤0.01%	311
2022 Q1	$6K	Hold	166	–	–	﹤0.01%	312
2021 Q4	$7K	Buy	+166	New	+$6.84K	﹤0.01%	301

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