CPIG
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Chicago Partners Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-6,856
Closed -$222K – 675
2023
Q2 		$222K Buy
6,856
+287
+4% +$9K 0.01% 606
2023
Q1 		$203K Hold
6,569
– – 0.01% 613
2022
Q4 		$213K Sell
6,569
-916
-12% -$26.8K 0.01% 569
2022
Q3 		$216K Hold
7,485
– – 0.02% 517
2022
Q2 		$240K Hold
7,485
– – 0.02% 493
2022
Q1 		$244K Buy
7,485
+845
+13% +$32.4K 0.02% 461
2021
Q4 		$262K Buy
6,640
+422
+7% +$17.4K 0.02% 460
2021
Q3 		$265K Buy
+6,218
New +$266K 0.02% 470

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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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return