APC
ESGE icon

Aspire Private Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-9
Closed -$318 – 310
2024
Q3 		$318 Hold
9
– – ﹤0.01% 632
2024
Q2 		$292 Sell
9
-141
-94% -$4.64K ﹤0.01% 647
2024
Q1 		$4.82K Buy
150
+11
+8% +$347 ﹤0.01% 487
2023
Q4 		$4.48K Sell
139
-817
-85% -$25.2K ﹤0.01% 481
2023
Q3 		$29K Sell
956
-339
-26% -$10.7K 0.01% 273
2023
Q2 		$41K Buy
1,295
+224
+21% +$7.03K 0.01% 223
2023
Q1 		$33.7K Buy
1,071
+34
+3% +$1.08K 0.01% 243
2022
Q4 		$31.2K Sell
1,037
-7,535
-88% -$221K 0.01% 244
2022
Q3 		$237K Sell
8,572
-1,002
-10% -$31.3K 0.09% 110
2022
Q2 		$309K Sell
9,574
-85
-0.9% -$2.88K 0.11% 104
2022
Q1 		$355K Sell
9,659
-196
-2% -$7.53K 0.11% 106
2021
Q4 		$392K Sell
9,855
-9,430
-49% -$389K 0.12% 107
2021
Q3 		$799K Buy
19,285
+323
+2% +$13.8K 0.27% 48
2021
Q2 		$856K Buy
18,962
+3,923
+26% +$174K 0.27% 48
2021
Q1 		$651K Buy
15,039
+4,820
+47% +$214K 0.23% 56
2020
Q4 		$429K Buy
10,219
+2,191
+27% +$85.4K 0.16% 82
2020
Q3 		$286K Buy
8,028
+197
+3% +$6.98K 0.12% 92
2020
Q2 		$251K Buy
7,831
+7,731
+7,731% +$232K 0.12% 84
2020
Q1 		$3K Hold
100
– – ﹤0.01% 180
2019
Q4 		$4K Hold
100
– – ﹤0.01% 310
2019
Q3 		$3K Hold
100
– – ﹤0.01% 321
2019
Q2 		$3K Hold
100
– – ﹤0.01% 359
2019
Q1 		$3K Hold
100
– – ﹤0.01% 400
2018
Q4 		$3K Buy
+100
New +$3.14K ﹤0.01% 378

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Aspire Private Capital's ESGE Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 9 shares — an estimated $318 sold.

Aspire Private Capital first reported a position in ESGE in Q4 2018 and held it in 24 quarters. The position peaked at $856K in Q2 2021. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 9 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $318.
  • Aspire Private Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's iShares ESG Aware MSCI EM ETF position peaked at $856K in Q2 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.