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Blue Barn Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Blue Barn 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 		– Sell
-4,811
Closed -$209K – 83
2025
Q3 		$209K Sell
4,811
-370
-7% -$15.1K 0.09% 161
2025
Q2 		$203K Buy
+5,181
New +$188K 0.1% 154
2021
Q3 		– Sell
-4,494
Closed -$203K – 107
2021
Q2 		$203K Buy
+4,494
New +$199K 0.21% 67

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
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
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

Blue Barn Wealth's ESGE Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 4,811 shares — an estimated $209K sold.

Blue Barn Wealth first reported a position in ESGE in Q2 2021 and held it in 3 quarters. The position peaked at $209K in Q3 2025. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 4,811 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $209K.
  • Blue Barn Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 3 quarters.
  • Blue Barn Wealth's iShares ESG Aware MSCI EM ETF position peaked at $209K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.