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Brookwood Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brookwood Investment Group’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
-6,525
Closed -$283K – 533
2025
Q3 		$283K Buy
+6,525
New +$266K 0.04% 382
2025
Q2 		– Sell
-12,955
Closed -$453K – 473
2025
Q1 		$453K Buy
+12,955
New +$451K 0.08% 233

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

Brookwood Investment Group's ESGE Position: Q4 2025 in Review

Brookwood Investment Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 6,525 shares — an estimated $283K sold.

Brookwood Investment Group first reported a position in ESGE in Q1 2025 and held it in 2 quarters. The position peaked at $453K in Q1 2025. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Brookwood Investment Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 6,525 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $283K.
  • Brookwood Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $453K in Q1 2025.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.