Corrigan Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Corrigan Financial’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	$467K	Buy	13,375 +63	+0.5%	+$2.19K	0.1%	43
2024 Q4	$444K	Buy	13,312 +518	+4%	+$18.3K	0.1%	42
2024 Q3	$466K	Buy	12,794 +67	+0.5%	+$2.29K	0.11%	40
2024 Q2	$410K	Hold	12,727	–	–	0.1%	40
2024 Q1	$410K	Buy	12,727 +933	+8%	+$29.4K	0.1%	40
2023 Q4	$378K	Buy	11,794 +89	+0.8%	+$2.75K	0.11%	37
2023 Q3	$354K	Buy	11,705 +25	+0.2%	+$792	0.12%	36
2023 Q2	$369K	Buy	11,680 +250	+2%	+$7.84K	0.12%	51
2023 Q1	$360K	Buy	11,430 +210	+2%	+$6.66K	0.12%	54
2022 Q4	$337K	Buy	11,220 +1,282	+13%	+$37.6K	0.12%	58
2022 Q3	$275K	Sell	9,938 -207	-2%	-$6.46K	0.1%	63
2022 Q2	$328K	Sell	10,145 -98	-1%	-$3.32K	0.12%	58
2022 Q1	$376K	Buy	10,243 +1,638	+19%	+$62.9K	0.12%	55
2021 Q4	$342K	Buy	8,605 +1,284	+18%	+$52.9K	0.1%	60
2021 Q3	$303K	Buy	7,321 +180	+3%	+$7.69K	0.09%	59
2021 Q2	$322K	Buy	7,141 +685	+11%	+$30.3K	0.1%	59
2021 Q1	$280K	Sell	6,456 -314	-5%	-$14K	0.09%	60
2020 Q4	$284K	Buy	6,770 +346	+5%	+$13.5K	0.12%	53
2020 Q3	$229K	Buy	+6,424	New	+$228K	0.11%	54

Other funds holding ESGE

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Corrigan Financial's ESGE Position: Q1 2025 in Review

Corrigan Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.47% in Q1 2025, buying an estimated $2.19K and bringing the position to 13,375 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #43.

Corrigan Financial first reported a position in ESGE in Q3 2020 and has held it in 19 quarters since. 499 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

Corrigan Financial held 13,375 shares of iShares ESG Aware MSCI EM ETF worth $467K as of Q1 2025.
Corrigan Financial bought 63 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $2.19K.
iShares ESG Aware MSCI EM ETF made up 0.1% of Corrigan Financial's portfolio in Q1 2025, its #43 holding.
Corrigan Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 19 quarters since.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.