WCFA
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Walkner Condon Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Walkner Condon 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
2021
Q4 		– Sell
-5,295
Closed -$220K – 129
2021
Q3 		$220K Sell
5,295
-287
-5% -$12.3K 0.11% 129
2021
Q2 		$252K Buy
5,582
+6
+0.1% +$266 0.09% 144
2021
Q1 		$241K Sell
5,576
-1,511
-21% -$67.2K 0.09% 150
2020
Q4 		$298K Buy
+7,087
New +$276K 0.13% 106
2020
Q1 		– Sell
-7,562
Closed -$272K – 57
2019
Q4 		$272K Buy
+7,562
New +$259K 0.26% 55

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return