LNWWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return