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Plante Moran Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-818
Closed -$23K – 900
2022
Q3 		$23K Buy
818
+817
+81,700% +$25.5K ﹤0.01% 426
2022
Q2 		$0 Buy
+1
New +$34 ﹤0.01% 998
2022
Q1 		– Sell
-507
Closed -$20K – 865
2021
Q4 		$20K Buy
+507
New +$20.9K ﹤0.01% 553
2019
Q1 		– Sell
-257
Closed -$8K – 820
2018
Q4 		$8K Buy
+257
New +$8.08K ﹤0.01% 530

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AWA
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PCA
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Envestnet Asset Management
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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