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Glassman Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Glassman Wealth Services’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 		$45 Hold
1
– – ﹤0.01% 187
2025
Q4 		$44 Hold
1
– – ﹤0.01% 195
2025
Q3 		$43 Hold
1
– – ﹤0.01% 186
2025
Q2 		$39 Hold
1
– – ﹤0.01% 182
2025
Q1 		$35 Hold
1
– – ﹤0.01% 211
2024
Q4 		$33 Hold
1
– – ﹤0.01% 175
2024
Q3 		$36 Hold
1
– – ﹤0.01% 181
2024
Q2 		$34 Hold
1
– – ﹤0.01% 192
2024
Q1 		$32 Hold
1
– – ﹤0.01% 204
2023
Q4 		$32 Hold
1
– – ﹤0.01% 1952
2023
Q3 		$30 Sell
1
-30
-97% -$950 ﹤0.01% 1985
2023
Q2 		$981 Buy
+31
New +$972 ﹤0.01% 1449

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Empower Advisory Group
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WL
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Envestnet Asset Management
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Betterment LLC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return