JSW
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Journey Strategic Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Journey Strategic Wealth’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 		– Sell
-5,316
Closed -$208K – 731
2025
Q2 		$208K Sell
5,316
-2,953
-36% -$107K 0.01% 602
2025
Q1 		$289K Buy
8,269
+103
+1% +$3.59K 0.01% 345
2024
Q4 		$273K Buy
8,166
+1,479
+22% +$52.2K 0.01% 362
2024
Q3 		$243K Buy
6,687
+360
+6% +$12.3K 0.01% 399
2024
Q2 		$212K Buy
+6,327
New +$208K 0.01% 351

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
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