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Concourse Financial Group Securities’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-17,765
Closed -$606K – 631
2024
Q4 		$606K Buy
17,765
+16
+0.1% +$565 0.03% 434
2024
Q3 		$646K Sell
17,749
-214
-1% -$7.31K 0.04% 402
2024
Q2 		$602K Buy
17,963
+2,593
+17% +$85.4K 0.04% 396
2024
Q1 		$495K Buy
15,370
+1,070
+7% +$33.7K 0.03% 444
2023
Q4 		$458K Sell
14,300
-16,742
-54% -$516K 0.03% 459
2023
Q3 		$940K Buy
31,042
+406
+1% +$12.9K 0.07% 272
2023
Q2 		$969K Sell
30,636
-6,964
-19% -$218K 0.07% 278
2023
Q1 		$1.18M Buy
37,600
+17,492
+87% +$554K 0.09% 223
2022
Q4 		$605K Sell
20,108
-7,366
-27% -$216K 0.05% 372
2022
Q3 		$760K Sell
27,474
-5,938
-18% -$185K 0.07% 270
2022
Q2 		$1.08M Sell
33,412
-102,053
-75% -$3.46M 0.09% 219
2022
Q1 		$4.98M Sell
135,465
-2,654
-2% -$102K 0.37% 59
2021
Q4 		$5.49M Sell
138,119
-22,984
-14% -$948K 0.31% 69
2021
Q3 		$6.68M Sell
161,103
-56,793
-26% -$2.43M 0.41% 50
2021
Q2 		$9.84M Buy
217,896
+31,331
+17% +$1.39M 0.62% 29
2021
Q1 		$8.08M Sell
186,565
-54,721
-23% -$2.43M 0.57% 37
2020
Q4 		$10.1M Buy
241,286
+72,523
+43% +$2.83M 0.76% 25
2020
Q3 		$6.01M Buy
168,763
+21,585
+15% +$765K 0.52% 39
2020
Q2 		$4.72M Buy
147,178
+43,792
+42% +$1.32M 0.46% 47
2020
Q1 		$2.83M Buy
103,386
+101,500
+5,382% +$3.35M 0.31% 70
2019
Q4 		$68K Buy
1,886
+1,710
+972% +$58.6K 0.01% 829
2019
Q3 		$6K Buy
+176
New +$5.79K ﹤0.01% 1261

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's ESGE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 17,765 shares — an estimated $606K sold.

Concourse Financial Group Securities first reported a position in ESGE in Q3 2019 and held it in 22 quarters. The position peaked at $10.1M in Q4 2020. 499 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 17,765 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $606K.
  • Concourse Financial Group Securities first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and held it in 22 quarters.
  • Concourse Financial Group Securities's iShares ESG Aware MSCI EM ETF position peaked at $10.1M in Q4 2020.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.