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CFO
CVA Family Office’s
iShares ESG Aware MSCI EM ETF
ESGE
Stock Holding History
CVA Family Office’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
2026
Q1
$21.6K
Buy
475
+132
+38%
+$6.24K
﹤0.01%
780
2025
Q4
$15.2K
Hold
343
–
–
﹤0.01%
737
2025
Q3
$14.9K
Hold
343
–
–
﹤0.01%
747
2025
Q2
$13.4K
Hold
343
–
–
﹤0.01%
760
2025
Q1
$12K
Hold
343
–
–
﹤0.01%
767
2024
Q4
$11.5K
Hold
343
–
–
﹤0.01%
767
2024
Q3
$12.5K
Hold
343
–
–
﹤0.01%
723
2024
Q2
$11.5K
Hold
343
–
–
﹤0.01%
721
2024
Q1
$11.1K
Hold
343
–
–
﹤0.01%
730
2023
Q4
$11K
Buy
+343
New
+$10.6K
﹤0.01%
714
2023
Q3
–
Sell
-343
Closed
-$10.8K
–
460
2023
Q2
$10.8K
Hold
343
–
–
﹤0.01%
710
2023
Q1
$10.8K
Hold
343
–
–
﹤0.01%
680
2022
Q4
$10.3K
Buy
+343
New
+$10.1K
﹤0.01%
655
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$5.3B AUM
20.46%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
TWIM
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$13.1B AUM
Wealthfront Advisers
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$45.6B AUM
18.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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