Avantax Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Avantax Advisory Services’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	$3.47M	Sell	88,687 -2,166	-2%	-$78.4K	0.02%	572
2025 Q1	$3.18M	Buy	90,853 +2,123	+2%	+$73.9K	0.02%	560
2024 Q4	$2.96M	Sell	88,730 -7,677	-8%	-$271K	0.02%	563
2024 Q3	$3.51M	Sell	96,407 -16,171	-14%	-$552K	0.02%	496
2024 Q2	$3.77M	Sell	112,578 -1,040	-0.9%	-$34.3K	0.03%	451
2024 Q1	$3.66M	Buy	113,618 +10,388	+10%	+$327K	0.03%	383
2023 Q4	$3.31M	Sell	103,230 -34,923	-25%	-$1.08M	0.03%	373
2023 Q3	$4.18M	Sell	138,153 -340	-0.2%	-$10.8K	0.05%	291
2023 Q2	$4.38M	Sell	138,493 -2,432	-2%	-$76.3K	0.05%	283
2023 Q1	$4.44M	Buy	140,925 +23,955	+20%	+$759K	0.05%	268
2022 Q4	$3.52M	Sell	116,970 -167,392	-59%	-$4.91M	0.05%	293
2022 Q3	$7.87M	Sell	284,362 -26,749	-9%	-$834K	0.12%	136
2022 Q2	$10.1M	Sell	311,111 -31	-0%	-$1.05K	0.15%	104
2022 Q1	$11.4M	Buy	311,142 +50,600	+19%	+$1.94M	0.16%	101
2021 Q4	$10.4M	Buy	260,542 +48,725	+23%	+$2.01M	0.16%	104
2021 Q3	$8.77M	Buy	211,817 +19,538	+10%	+$835K	0.15%	107
2021 Q2	$8.69M	Buy	192,279 +36,201	+23%	+$1.6M	0.16%	104
2021 Q1	$6.76M	Buy	156,078 +15,802	+11%	+$703K	0.15%	115
2020 Q4	$5.89M	Sell	140,276 -17,255	-11%	-$673K	0.14%	117
2020 Q3	$5.62M	Buy	157,531 +55,697	+55%	+$1.97M	0.09%	190
2020 Q2	$3.27M	Buy	101,834 +23,264	+30%	+$699K	0.09%	157
2020 Q1	$2.15M	Buy	+78,570	New	+$2.59M	0.06%	183

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's ESGE Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.4% in Q2 2025, selling an estimated $78.4K and leaving 88,687 shares worth $3.47M. The position accounts for 0.02% of the portfolio, ranked #572.

Avantax Advisory Services first reported a position in ESGE in Q1 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q1 2022. 531 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

Avantax Advisory Services held 88,687 shares of iShares ESG Aware MSCI EM ETF worth $3.47M as of Q2 2025.
Avantax Advisory Services sold 2,166 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $78.4K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #572 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $11.4M in Q1 2022.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.