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Cape Investment Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cape Investment Advisory’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
2026
Q1 		– Sell
-158
Closed -$6.98K – 498
2025
Q4 		$6.98K Hold
158
– – ﹤0.01% 828
2025
Q3 		$6.86K Hold
158
– – 0.01% 466
2025
Q2 		$6.19K Hold
158
– – ﹤0.01% 716
2025
Q1 		$5.52K Hold
158
– – ﹤0.01% 724
2024
Q4 		$5.28K Hold
158
– – ﹤0.01% 727
2024
Q3 		$5.75K Sell
158
-43
-21% -$1.47K ﹤0.01% 673
2024
Q2 		$6.74K Sell
201
-28
-12% -$922 ﹤0.01% 596
2024
Q1 		$7.38K Hold
229
– – ﹤0.01% 593
2023
Q4 		$7.34K Sell
229
-26
-10% -$802 ﹤0.01% 721
2023
Q3 		$7.72K Buy
255
+26
+11% +$823 ﹤0.01% 605
2023
Q2 		$7.24K Hold
229
– – ﹤0.01% 607
2023
Q1 		$7.21K Buy
+229
New +$7.26K ﹤0.01% 602

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return