Laird Norton Wetherby Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Sell	-18,171	Closed	-$550K	–	941
2023 Q3	$550K	Buy	18,171 +8	+0%	+$253	0.03%	488
2023 Q2	$574K	Buy	+18,163	New	+$570K	0.03%	481
2022 Q3	–	Sell	-30,414	Closed	-$983K	–	902
2022 Q2	$983K	Hold	30,414	–	–	0.07%	300
2022 Q1	$1.12M	Buy	30,414 +29	+0.1%	+$1.11K	0.06%	285
2021 Q4	$1.21M	Buy	30,385 +17	+0.1%	+$701	0.07%	270
2021 Q3	$1.26M	Buy	30,368 +24	+0.1%	+$1.03K	0.08%	240
2021 Q2	$1.37M	Buy	+30,344	New	+$1.34M	0.08%	226
2021 Q1	–	Sell	-30,344	Closed	-$1.27M	–	815
2020 Q4	$1.27M	Buy	+30,344	New	+$1.18M	0.09%	222

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ESGE Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 18,171 shares — an estimated $550K sold.

Laird Norton Wetherby Wealth Management first reported a position in ESGE in Q4 2020 and held it in 8 quarters. The position peaked at $1.37M in Q2 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 18,171 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $550K.
Laird Norton Wetherby Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.37M in Q2 2021.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.