DL
ESGE icon

DOHJ LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

DOHJ LLC’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 		– Sell
-120,450
Closed -$4.15M – 38
2025
Q2 		$4.15M Sell
120,450
-4,479
-4% -$162K 1.2% 22
2025
Q1 		$4.37M Sell
124,929
-3,722
-3% -$130K 1% 24
2024
Q4 		$4.3M Sell
128,651
-6,536
-5% -$231K 0.99% 25
2024
Q3 		$5.07M Buy
135,187
+8,129
+6% +$278K 1.18% 22
2024
Q2 		$4.26M Buy
127,058
+17,871
+16% +$589K 1.06% 27
2024
Q1 		$3.52M Sell
109,187
-2,306
-2% -$72.7K 0.93% 27
2023
Q4 		$3.57M Buy
111,493
+66,301
+147% +$2.05M 1.06% 25
2023
Q3 		$1.36M Sell
45,192
-6,075
-12% -$192K 0.61% 43
2023
Q2 		$1.62M Buy
51,267
+2,696
+6% +$84.6K 0.7% 38
2023
Q1 		$1.53M Buy
48,571
+17,255
+55% +$547K 0.77% 38
2022
Q4 		$942K Sell
31,316
-2,495
-7% -$73.1K 0.53% 50
2022
Q3 		$936K Buy
33,811
+5,114
+18% +$160K 0.63% 37
2022
Q2 		$927K Buy
28,697
+14,461
+102% +$490K 0.53% 43
2022
Q1 		$523K Buy
14,236
+3,707
+35% +$142K 0.25% 65
2021
Q4 		$419K Buy
10,529
+1,437
+16% +$59.2K 0.19% 75
2021
Q3 		$381K Buy
+9,092
New +$389K 0.18% 76

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

DOHJ LLC's ESGE Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 120,450 shares — an estimated $4.15M sold.

DOHJ LLC first reported a position in ESGE in Q3 2021 and held it in 16 quarters. The position peaked at $5.07M in Q3 2024. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 120,450 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $4.15M.
  • DOHJ LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 16 quarters.
  • DOHJ LLC's iShares ESG Aware MSCI EM ETF position peaked at $5.07M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.