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Hemington Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Hemington Wealth Management’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 		$12K Hold
279
– – ﹤0.01% 807
2025
Q2 		$10K Hold
279
– – ﹤0.01% 852
2025
Q1 		$9K Hold
279
– – ﹤0.01% 843
2024
Q4 		$9K Sell
279
-28
-9% -$988 ﹤0.01% 801
2024
Q3 		$10K Buy
+307
New +$10.5K ﹤0.01% 705

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Northern Trust
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Morgan Stanley
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WL
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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