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

Copperleaf Capital’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	$318K	Buy	7,332 +900	+14%	+$36.7K	0.15%	95
2025 Q2	$252K	Buy	6,432 +32	+0.5%	+$1.16K	0.13%	96
2025 Q1	$224K	Sell	6,400 -45	-0.7%	-$1.57K	0.13%	101
2024 Q4	$215K	Buy	+6,445	New	+$227K	0.14%	88
2023 Q4	–	Sell	-8,924	Closed	-$270K	–	82
2023 Q3	$270K	Sell	8,924 -1,750	-16%	-$55.4K	0.29%	68
2023 Q2	$338K	Buy	10,674 +3,138	+42%	+$98.4K	0.32%	63
2023 Q1	$237K	Buy	+7,536	New	+$239K	0.24%	65
2022 Q4	–	Sell	-27,584	Closed	-$763K	–	68
2022 Q3	$763K	Buy	+27,584	New	+$860K	0.83%	36
2020 Q4	–	Sell	-41,637	Closed	-$1.48M	–	51
2020 Q3	$1.48M	Sell	41,637 -1,978	-5%	-$70.1K	1.43%	25
2020 Q2	$1.4M	Buy	43,615 +627	+1%	+$18.8K	1.45%	23
2020 Q1	$1.18M	Buy	+42,988	New	+$1.42M	1.41%	23

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Copperleaf Capital's ESGE Position: Q3 2025 in Review

Copperleaf Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q3 2025, buying an estimated $36.7K and bringing the position to 7,332 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #95.

Copperleaf Capital first reported a position in ESGE in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2020. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

Copperleaf Capital held 7,332 shares of iShares ESG Aware MSCI EM ETF worth $318K as of Q3 2025.
Copperleaf Capital bought 900 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $36.7K.
iShares ESG Aware MSCI EM ETF made up 0.15% of Copperleaf Capital's portfolio in Q3 2025, its #95 holding.
Copperleaf Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 11 quarters since.
Copperleaf Capital's iShares ESG Aware MSCI EM ETF position peaked at $1.48M in Q3 2020.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.