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

Horizons 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
2024 Q2	–	Sell	-207	Closed	-$6.64K	–	178
2024 Q1	$6.64K	Hold	207	–	–	﹤0.01%	144
2023 Q4	$6.64K	Sell	207 -203	-50%	-$6.26K	﹤0.01%	144
2023 Q3	$12.4K	Buy	410 +2	+0.5%	+$63	0.01%	131
2023 Q2	$12.8K	Buy	408 +11	+3%	+$345	0.01%	145
2023 Q1	$12.5K	Buy	397 +1	+0.3%	+$32	0.01%	128
2022 Q4	$12K	Buy	396 +26	+7%	+$762	0.01%	128
2022 Q3	$10K	Hold	370	–	–	0.01%	122
2022 Q2	$12K	Buy	+370	New	+$12.5K	0.01%	122

Other funds holding ESGE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return