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Coston McIsaac & Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Coston McIsaac & Partners’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
-26
Closed – – 773
2024
Q4 		$0 Buy
+26
New +$917 ﹤0.01% 769

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coston McIsaac & Partners's ESGE Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 26 shares.

Coston McIsaac & Partners first reported a position in ESGE in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Coston McIsaac & Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 26 iShares ESG Aware MSCI EM ETF shares in Q1 2025.
  • Coston McIsaac & Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares ESG Aware MSCI EM ETF position peaked at $0 in Q4 2024.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.