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Affinity Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Affinity Capital 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
2025
Q1 		– Sell
-14,597
Closed -$490K – 156
2024
Q4 		$490K Sell
14,597
-3,584
-20% -$126K 0.09% 94
2024
Q3 		$662K Sell
18,181
-3,042
-14% -$104K 0.13% 87
2024
Q2 		$712K Sell
21,223
-11,206
-35% -$369K 0.15% 74
2024
Q1 		$1.05M Sell
32,429
-8,608
-21% -$271K 0.23% 60
2023
Q4 		$1.32M Sell
41,037
-44,599
-52% -$1.38M 0.32% 53
2023
Q3 		$2.59M Buy
85,636
+6,751
+9% +$214K 0.71% 32
2023
Q2 		$2.5M Buy
78,885
+9,365
+13% +$294K 0.68% 33
2023
Q1 		$2.19M Buy
69,520
+1,519
+2% +$48.1K 0.68% 33
2022
Q4 		$2.04M Buy
68,001
+2,375
+4% +$69.6K 0.7% 30
2022
Q3 		$1.82M Buy
65,626
+4,898
+8% +$153K 0.64% 30
2022
Q2 		$1.96M Buy
60,728
+10,922
+22% +$370K 0.67% 28
2022
Q1 		$1.83M Sell
49,806
-1,025
-2% -$39.4K 0.57% 31
2021
Q4 		$2.02M Buy
50,831
+6,568
+15% +$271K 0.61% 31
2021
Q3 		$1.83M Buy
44,263
+4,461
+11% +$191K 0.61% 33
2021
Q2 		$1.8M Buy
39,802
+3,247
+9% +$144K 0.61% 32
2021
Q1 		$1.58M Buy
36,555
+7,491
+26% +$333K 0.58% 33
2020
Q4 		$1.22M Buy
29,064
+10,093
+53% +$393K 0.5% 35
2020
Q3 		$676K Buy
18,971
+5,080
+37% +$180K 0.38% 46
2020
Q2 		$446K Buy
13,891
+348
+3% +$10.5K 0.29% 54
2020
Q1 		$396K Buy
13,543
+5,087
+60% +$168K 0.29% 57
2019
Q4 		$304K Buy
+8,456
New +$290K 0.2% 79

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Affinity Capital Advisors's ESGE Position: Q1 2025 in Review

Affinity Capital Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 14,597 shares — an estimated $490K sold.

Affinity Capital Advisors first reported a position in ESGE in Q4 2019 and held it in 21 quarters. The position peaked at $2.59M in Q3 2023. 502 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Affinity Capital Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Affinity Capital Advisors sold 14,597 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $490K.
  • Affinity Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 21 quarters.
  • Affinity Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.59M in Q3 2023.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Affinity Capital Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.