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Capital A Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capital A Wealth Management’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 		– Sell
-412
Closed -$14.4K – 575
2025
Q1 		$14.4K Sell
412
-23
-5% -$801 0.02% 257
2024
Q4 		$14.5K Buy
+435
New +$15.3K 0.02% 274

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital A Wealth Management's ESGE Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 412 shares — an estimated $14.4K sold.

Capital A Wealth Management first reported a position in ESGE in Q4 2024 and held it in 2 quarters. The position peaked at $14.5K in Q4 2024. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 412 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $14.4K.
  • Capital A Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $14.5K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.