Bellwether Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bellwether Advisors’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	-1,880	Closed	-$73.6K	–	279
2025 Q2	$73.6K	Hold	1,880	–	–	0.01%	194
2025 Q1	$65.7K	Hold	1,880	–	–	0.01%	201
2024 Q4	$62.8K	Buy	+1,880	New	+$66.3K	0.01%	217
2023 Q2	–	Sell	-847	Closed	-$26.7K	–	209
2023 Q1	$26.7K	Hold	847	–	–	0.01%	228
2022 Q4	$25.5K	Hold	847	–	–	0.01%	230
2022 Q3	$23K	Hold	847	–	–	0.01%	208
2022 Q2	$27K	Hold	847	–	–	0.01%	197
2022 Q1	$31K	Hold	847	–	–	0.01%	219
2021 Q4	$33K	Hold	847	–	–	0.01%	232
2021 Q3	$35K	Hold	847	–	–	0.01%	218
2021 Q2	$38K	Buy	847 +567	+203%	+$25.1K	0.01%	194
2021 Q1	$12K	Hold	280	–	–	﹤0.01%	237
2020 Q4	$11K	Buy	+280	New	+$10.9K	﹤0.01%	231

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bellwether Advisors's ESGE Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 1,880 shares — an estimated $73.6K sold.

Bellwether Advisors first reported a position in ESGE in Q4 2020 and held it in 13 quarters. The position peaked at $73.6K in Q2 2025. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

Bellwether Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,880 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $73.6K.
Bellwether Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares ESG Aware MSCI EM ETF position peaked at $73.6K in Q2 2025.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.