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O'Brien Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$6.68M Sell
151,187
-1,054
-0.7% -$46.5K 0.88% 22
2025
Q3 		$6.61M Sell
152,241
-3,435
-2% -$140K 0.9% 22
2025
Q2 		$6.1M Buy
155,676
+148,548
+2,084% +$5.38M 0.96% 21
2025
Q1 		$249K Buy
+7,128
New +$248K 0.05% 44
2022
Q4 		– Sell
-25,604
Closed -$708K – 59
2022
Q3 		$708K Buy
+25,604
New +$799K 0.3% 17
2021
Q3 		– Sell
-7,327
Closed -$321K – 47
2021
Q2 		$321K Hold
7,327
– – 0.11% 30
2021
Q1 		$322K Hold
7,327
– – 0.11% 30
2020
Q4 		$326K Hold
7,327
– – 0.12% 26
2020
Q3 		$270K Sell
7,327
-2,073
-22% -$73.4K 0.11% 26
2020
Q2 		$329K Hold
9,400
– – 0.14% 22
2020
Q1 		$254K Buy
+9,400
New +$310K 0.14% 27

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WL
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Betterment LLC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return