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Austin Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Austin Private Wealth’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 		$926K Buy
20,967
+2,797
+15% +$123K 0.07% 117
2025
Q3 		$789K Buy
18,170
+1,449
+9% +$59.1K 0.06% 128
2025
Q2 		$655K Buy
16,721
+730
+5% +$26.4K 0.05% 151
2025
Q1 		$559K Sell
15,991
-295
-2% -$10.3K 0.05% 146
2024
Q4 		$544K Buy
16,286
+442
+3% +$15.6K 0.05% 136
2024
Q3 		$577K Buy
15,844
+365
+2% +$12.5K 0.06% 130
2024
Q2 		$519K Buy
15,479
+3,802
+33% +$125K 0.06% 120
2024
Q1 		$378K Buy
11,677
+341
+3% +$10.7K 0.04% 148
2023
Q4 		$363K Buy
11,336
+2,402
+27% +$74.1K 0.05% 129
2023
Q3 		$271K Sell
8,934
-4,122
-32% -$131K 0.04% 133
2023
Q2 		$413K Buy
13,056
+803
+7% +$25.2K 0.06% 106
2023
Q1 		$386K Sell
12,253
-1,210
-9% -$38.3K 0.06% 100
2022
Q4 		$405K Sell
13,463
-59,858
-82% -$1.75M 0.07% 96
2022
Q3 		$2.03M Buy
73,321
+10,435
+17% +$326K 0.43% 33
2022
Q2 		$2.03M Buy
62,886
+54,789
+677% +$1.86M 0.45% 32
2022
Q1 		$297K Buy
8,097
+1,270
+19% +$48.8K 0.06% 106
2021
Q4 		$271K Buy
6,827
+361
+6% +$14.9K 0.05% 119
2021
Q3 		$268K Sell
6,466
-718
-10% -$30.7K 0.06% 109
2021
Q2 		$324K Buy
7,184
+156
+2% +$6.91K 0.07% 90
2021
Q1 		$304K Sell
7,028
-1,288
-15% -$57.3K 0.08% 88
2020
Q4 		$349K Buy
+8,316
New +$324K 0.1% 72
2020
Q2 		– Sell
-22,851
Closed -$625K – 92
2020
Q1 		$625K Buy
+22,851
New +$755K 0.38% 29

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

Austin Private Wealth's ESGE Position: Q4 2025 in Review

Austin Private Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q4 2025, buying an estimated $123K and bringing the position to 20,967 shares worth $926K. The position accounts for 0.07% of the portfolio, ranked #117.

Austin Private Wealth first reported a position in ESGE in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q2 2022. 590 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Austin Private Wealth held 20,967 shares of iShares ESG Aware MSCI EM ETF worth $926K as of Q4 2025.
  • Austin Private Wealth bought 2,797 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $123K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Austin Private Wealth's portfolio in Q4 2025, its #117 holding.
  • Austin Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 22 quarters since.
  • Austin Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $2.03M in Q2 2022.
  • 590 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.