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Atticus Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-435
Closed -$17K – 334
2025
Q2 		$17K Buy
+435
New +$15.8K ﹤0.01% 431
2022
Q4 		– Sell
-962
Closed -$31K – 569
2022
Q3 		$31K Hold
962
– – 0.02% 279
2022
Q2 		$31K Buy
962
+545
+131% +$18.5K 0.01% 303
2022
Q1 		$15K Buy
+417
New +$16K 0.01% 365

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Atticus Wealth Management's ESGE Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 435 shares — an estimated $17K sold.

Atticus Wealth Management first reported a position in ESGE in Q1 2022 and held it in 4 quarters. The position peaked at $31K in Q3 2022. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 435 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $17K.
  • Atticus Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $31K in Q3 2022.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.