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Ascent Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ascent Group’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
Q4 		– Sell
-5,146
Closed -$223K – 767
2025
Q3 		$223K Buy
+5,146
New +$210K 0.01% 677
2023
Q3 		– Sell
-15,874
Closed -$509K – 468
2023
Q2 		$509K Sell
15,874
-1,278
-7% -$40.1K 0.06% 308
2023
Q1 		$540K Buy
17,152
+6,933
+68% +$220K 0.06% 303
2022
Q4 		$307K Buy
10,219
+1,479
+17% +$43.3K 0.04% 388
2022
Q3 		$239K Buy
8,740
+588
+7% +$18.3K 0.03% 425
2022
Q2 		$261K Sell
8,152
-4,094
-33% -$139K 0.03% 417
2022
Q1 		$450K Buy
12,246
+102
+0.8% +$3.92K 0.05% 322
2021
Q4 		$484K Buy
+12,144
New +$501K 0.06% 303

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ascent Group's ESGE Position: Q4 2025 in Review

Ascent Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 5,146 shares — an estimated $223K sold.

Ascent Group first reported a position in ESGE in Q4 2021 and held it in 8 quarters. The position peaked at $540K in Q1 2023. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Ascent Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Ascent Group sold 5,146 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $223K.
  • Ascent Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 8 quarters.
  • Ascent Group's iShares ESG Aware MSCI EM ETF position peaked at $540K in Q1 2023.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.