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

Parkside 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
2025
Q2 		$714K Sell
18,239
-202
-1% -$7.31K 0.16% 47
2025
Q1 		$644K Buy
18,441
+754
+4% +$26.3K 0.16% 43
2024
Q4 		$591K Buy
17,687
+1,195
+7% +$42.2K 0.14% 49
2024
Q3 		$600K Hold
16,492
– – 0.14% 48
2024
Q2 		$553K Buy
16,492
+1,302
+9% +$42.9K 0.14% 48
2024
Q1 		$490K Buy
15,190
+1,035
+7% +$32.6K 0.13% 53
2023
Q4 		$454K Buy
14,155
+1,610
+13% +$49.7K 0.13% 51
2023
Q3 		$380K Sell
12,545
-68
-0.5% -$2.15K 0.12% 54
2023
Q2 		$399K Buy
12,613
+5,378
+74% +$169K 0.12% 48
2023
Q1 		$228K Buy
+7,235
New +$229K 0.08% 72

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return