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Paracle Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Paracle 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
2021
Q1 		$492K Hold
11,374
– – 0.09% 68
2020
Q4 		$477K Buy
11,374
+295
+3% +$11.5K 0.09% 71
2020
Q3 		$394K Hold
11,079
– – 0.09% 72
2020
Q2 		$355K Buy
11,079
+66
+0.6% +$1.98K 0.08% 71
2020
Q1 		$301K Buy
+11,013
New +$364K 0.08% 69
2019
Q3 		– Sell
-6,141
Closed -$208K – 70
2019
Q2 		$208K Sell
6,141
-301
-5% -$10.2K 0.05% 64
2019
Q1 		$219K Buy
+6,442
New +$214K 0.06% 62

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return