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

TCI Wealth 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
2023
Q2 		– Sell
-749
Closed -$23.6K – 846
2023
Q1 		$23.6K Buy
749
+186
+33% +$5.89K ﹤0.01% 646
2022
Q4 		$16.9K Hold
563
– – ﹤0.01% 777
2022
Q3 		$16K Hold
563
– – ﹤0.01% 761
2022
Q2 		$18K Hold
563
– – ﹤0.01% 681
2022
Q1 		$21K Buy
563
+2
+0.4% +$77 ﹤0.01% 674
2021
Q4 		$22K Buy
561
+137
+32% +$5.65K ﹤0.01% 662
2021
Q3 		$18K Buy
+424
New +$18.1K ﹤0.01% 727

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return