TFO Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TFO 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
2024 Q2	–	Sell	-318	Closed	-$10.2K	–	276
2024 Q1	$10.2K	Sell	318 -150	-32%	-$4.73K	﹤0.01%	91
2023 Q4	$15K	Buy	468 +178	+61%	+$5.49K	﹤0.01%	86
2023 Q3	$9.17K	Hold	290	–	–	﹤0.01%	165
2023 Q2	$9.17K	Hold	290	–	–	﹤0.01%	156
2023 Q1	$9.13K	Sell	290 -27,386	-99%	-$868K	﹤0.01%	113
2022 Q4	$1.29M	Buy	27,676 +26,552	+2,362%	+$778K	0.3%	18
2022 Q3	$31K	Sell	1,124 -2,837	-72%	-$88.5K	0.01%	62
2022 Q2	$128K	Sell	3,961 -450	-10%	-$15.3K	0.03%	52
2022 Q1	$162K	Buy	+4,411	New	+$169K	0.03%	47

Other funds holding ESGE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return