Coppell Advisory Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Coppell Advisory Solutions’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	-1,388	Closed	-$46.5K	–	792
2024 Q4	$46.5K	Buy	1,388 +414	+43%	+$14.6K	0.01%	608
2024 Q3	$36K	Hold	974	–	–	0.01%	660
2024 Q2	$32.7K	Buy	+974	New	+$32.1K	0.01%	613
2023 Q4	$32.4K	Buy	+1,012	New	+$31.2K	0.01%	596
2023 Q3	–	Sell	-698	Closed	-$21.9K	–	1295
2023 Q2	$21.9K	Buy	+698	New	+$21.9K	0.01%	543

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coppell Advisory Solutions's ESGE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 1,388 shares — an estimated $46.5K sold.

Coppell Advisory Solutions first reported a position in ESGE in Q2 2023 and held it in 5 quarters. The position peaked at $46.5K in Q4 2024. 502 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,388 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $46.5K.
Coppell Advisory Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's iShares ESG Aware MSCI EM ETF position peaked at $46.5K in Q4 2024.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.