Wade Financial Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wade Financial Advisory’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 Q4	–	Sell	-8,230	Closed	-$249K	–	77
2023 Q3	$249K	Sell	8,230 -260	-3%	-$8.23K	0.11%	66
2023 Q2	$269K	Buy	8,490 +175	+2%	+$5.49K	0.11%	66
2023 Q1	$262K	Buy	+8,315	New	+$264K	0.11%	67
2022 Q4	–	Sell	-12,445	Closed	-$344K	–	76
2022 Q3	$344K	Buy	12,445 +745	+6%	+$23.2K	0.17%	61
2022 Q2	$378K	Sell	11,700 -170	-1%	-$5.76K	0.18%	59
2022 Q1	$436K	Buy	+11,870	New	+$456K	0.19%	55

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wade Financial Advisory's ESGE Position: Q4 2023 in Review

Wade Financial Advisory sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2023, closing a stake of 8,230 shares — an estimated $249K sold.

Wade Financial Advisory first reported a position in ESGE in Q1 2022 and held it in 6 quarters. The position peaked at $436K in Q1 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q4 2023.

Wade Financial Advisory reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
Wade Financial Advisory sold 8,230 iShares ESG Aware MSCI EM ETF shares in Q4 2023, an estimated $249K.
Wade Financial Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 6 quarters.
Wade Financial Advisory's iShares ESG Aware MSCI EM ETF position peaked at $436K in Q1 2022.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2023.

Based on Wade Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.