MLA
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My Legacy Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

My Legacy 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
2023
Q3 		– Sell
-13,900
Closed -$459K – 213
2023
Q2 		$459K Sell
13,900
-2,268
-14% -$71.1K 0.18% 155
2023
Q1 		$508K Buy
16,168
+589
+4% +$18.7K 0.22% 143
2022
Q4 		$509K Buy
15,579
+5,935
+62% +$174K 0.22% 151
2022
Q3 		$262K Buy
9,644
+503
+6% +$15.7K 0.13% 182
2022
Q2 		$287K Buy
+9,141
New +$310K 0.14% 180

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return