Northwest Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Northwest Capital 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
2024 Q2	–	Sell	-42	Closed	-$1.35K	–	494
2024 Q1	$1.35K	Hold	42	–	–	﹤0.01%	509
2023 Q4	$1.35K	Hold	42	–	–	﹤0.01%	505
2023 Q3	$1.27K	Sell	42 -554	-93%	-$17.5K	﹤0.01%	502
2023 Q2	$18.9K	Buy	+596	New	+$18.7K	0.01%	304

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TIAA Trust, National Association

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Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return