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Cobblestone Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cobblestone Capital 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 		$921K Buy
21,216
+100
+0.5% +$4.08K 0.04% 149
2025
Q2 		$827K Sell
21,116
-1,718
-8% -$62.2K 0.04% 158
2025
Q1 		$798K Buy
22,834
+3,951
+21% +$138K 0.04% 153
2024
Q4 		$631K Buy
18,883
+6,211
+49% +$219K 0.03% 165
2024
Q3 		$461K Buy
12,672
+981
+8% +$33.5K 0.03% 198
2024
Q2 		$392K Buy
11,691
+74
+0.6% +$2.44K 0.02% 200
2024
Q1 		$374K Buy
11,617
+340
+3% +$10.7K 0.02% 205
2023
Q4 		$362K Buy
11,277
+2,177
+24% +$67.1K 0.02% 205
2023
Q3 		$276K Buy
9,100
+943
+12% +$29.9K 0.02% 216
2023
Q2 		$258K Buy
8,157
+858
+12% +$26.9K 0.02% 232
2023
Q1 		$230K Sell
7,299
-29
-0.4% -$919 0.02% 244
2022
Q4 		$220K Buy
7,328
+96
+1% +$2.81K 0.02% 257
2022
Q3 		$200K Buy
7,232
+444
+7% +$13.8K 0.02% 244
2022
Q2 		$219K Buy
6,788
+436
+7% +$14.8K 0.02% 234
2022
Q1 		$233K Buy
6,352
+330
+5% +$12.7K 0.02% 234
2021
Q4 		$239K Buy
6,022
+506
+9% +$20.9K 0.02% 235
2021
Q3 		$229K Buy
5,516
+12
+0.2% +$513 0.02% 236
2021
Q2 		$249K Buy
5,504
+456
+9% +$20.2K 0.02% 236
2021
Q1 		$219K Buy
+5,048
New +$224K 0.02% 240

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Cobblestone Capital Advisors's ESGE Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.47% in Q3 2025, buying an estimated $4.08K and bringing the position to 21,216 shares worth $921K. The position accounts for 0.04% of the portfolio, ranked #149.

Cobblestone Capital Advisors first reported a position in ESGE in Q1 2021 and has held it in 19 quarters since. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Cobblestone Capital Advisors held 21,216 shares of iShares ESG Aware MSCI EM ETF worth $921K as of Q3 2025.
  • Cobblestone Capital Advisors bought 100 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $4.08K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #149 holding.
  • Cobblestone Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 19 quarters since.
  • 531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.