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Darwin Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-214
Closed -$7.14K – 636
2025
Q1 		$7.14K Hold
214
– – ﹤0.01% 407
2024
Q4 		$7.14K Hold
214
– – ﹤0.01% 407
2024
Q3 		$7.79K Buy
+214
New +$7.31K ﹤0.01% 411
2020
Q2 		– Sell
-849
Closed -$23K – 327
2020
Q1 		$23K Buy
+849
New +$28K 0.01% 336

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Darwin Wealth Management's ESGE Position: Q2 2025 in Review

Darwin Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 214 shares — an estimated $7.14K sold.

Darwin Wealth Management first reported a position in ESGE in Q1 2020 and held it in 4 quarters. The position peaked at $23K in Q1 2020. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Darwin Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 214 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $7.14K.
  • Darwin Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $23K in Q1 2020.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.