CIA
ESGE icon

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

Choate Investment 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
-70
Closed -$2.74K – 439
2025
Q2 		$2.74K Buy
+70
New +$2.53K ﹤0.01% 473
2023
Q4 		– Sell
-550
Closed -$16.7K – 396
2023
Q3 		$16.7K Buy
550
+70
+15% +$2.22K ﹤0.01% 421
2023
Q2 		$15.2K Hold
480
– – ﹤0.01% 338
2023
Q1 		$15.1K Buy
+480
New +$15.2K ﹤0.01% 311
2022
Q2 		– Sell
-555
Closed -$20K – 341
2022
Q1 		$20K Hold
555
– – ﹤0.01% 340
2021
Q4 		$22K Buy
+555
New +$22.9K ﹤0.01% 323

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Choate Investment Advisors's ESGE Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 70 shares — an estimated $2.74K sold.

Choate Investment Advisors first reported a position in ESGE in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Choate Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 70 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $2.74K.
  • Choate Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 6 quarters.
  • Choate Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $22K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.