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Atria Wealth Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Atria Wealth Solutions’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
Q2 		$281K Sell
7,181
-46,673
-87% -$1.69M 0.01% 1190
2025
Q1 		$1.88M Sell
53,854
-2,692
-5% -$93.7K 0.02% 656
2024
Q4 		$1.89M Sell
56,546
-5,695
-9% -$201K 0.02% 667
2024
Q3 		$2.27M Buy
62,241
+66
+0.1% +$2.25K 0.02% 588
2024
Q2 		$2.08M Buy
62,175
+17,304
+39% +$570K 0.02% 611
2024
Q1 		$1.45M Sell
44,871
-3,350
-7% -$106K 0.02% 749
2023
Q4 		$1.55M Sell
48,221
-31,057
-39% -$958K 0.02% 692
2023
Q3 		$2.4M Sell
79,278
-20,426
-20% -$647K 0.03% 501
2023
Q2 		$3.15M Sell
99,704
-27,342
-22% -$858K 0.04% 426
2023
Q1 		$4M Buy
127,046
+44,406
+54% +$1.41M 0.06% 315
2022
Q4 		$2.48M Sell
82,640
-74,451
-47% -$2.18M 0.04% 439
2022
Q3 		$4.35M Sell
157,091
-30,328
-16% -$946K 0.08% 259
2022
Q2 		$6.05M Sell
187,419
-191,431
-51% -$6.49M 0.11% 198
2022
Q1 		$13.9M Buy
+378,850
New +$14.5M 0.23% 91

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
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

Atria Wealth Solutions's ESGE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 87% in Q2 2025, selling an estimated $1.69M and leaving 7,181 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1190.

Atria Wealth Solutions first reported a position in ESGE in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q1 2022. 533 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Atria Wealth Solutions held 7,181 shares of iShares ESG Aware MSCI EM ETF worth $281K as of Q2 2025.
  • Atria Wealth Solutions sold 46,673 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $1.69M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1190 holding.
  • Atria Wealth Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares ESG Aware MSCI EM ETF position peaked at $13.9M in Q1 2022.
  • 533 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.