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Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$5.39M Buy
179,098
+92,069
+106% +$2.7M 0.77% 23
2022
Q3 		$2.41M Buy
87,029
+4,517
+5% +$141K 0.77% 21
2022
Q2 		$2.67M Buy
82,512
+103
+0.1% +$3.49K 0.89% 17
2022
Q1 		$3.03M Buy
+82,409
New +$3.16M 0.82% 20
2021
Q3 		$3.34M Buy
80,649
+1,884
+2% +$80.5K 1.19% 14
2021
Q2 		$3.56M Buy
78,765
+13,429
+21% +$595K 1.35% 13
2021
Q1 		$2.83M Buy
+65,336
New +$2.91M 1.59% 9

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AWA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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