LWA
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Lineweaver Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lineweaver Wealth Advisors’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
Q2 		– Sell
-125,642
Closed -$4.61M – 135
2022
Q1 		$4.61M Buy
+125,642
New +$4.82M 1.32% 16
2021
Q2 		– Sell
-5,381
Closed -$233K – 124
2021
Q1 		$233K Sell
5,381
-276,203
-98% -$12.3M 0.08% 103
2020
Q4 		$11.8M Buy
281,584
+68,489
+32% +$2.67M 4.64% 6
2020
Q3 		$7.59M Sell
213,095
-1,541
-0.7% -$54.6K 3.39% 8
2020
Q2 		$6.88M Buy
214,636
+61,146
+40% +$1.84M 3.5% 7
2020
Q1 		$4.21M Buy
+153,490
New +$5.07M 2.65% 13

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return