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

Elios Financial Group’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 		$1.05M Buy
26,718
+3,445
+15% +$125K 0.47% 51
2025
Q1 		$813K Sell
23,273
-748
-3% -$26K 0.4% 55
2024
Q4 		$802K Sell
24,021
-1,194
-5% -$42.1K 0.38% 55
2024
Q3 		$918K Buy
+25,215
New +$861K 0.42% 53

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

Elios Financial Group's ESGE Position: Q2 2025 in Review

Elios Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2025, buying an estimated $125K and bringing the position to 26,718 shares worth $1.05M. The position accounts for 0.47% of the portfolio, ranked #51.

Elios Financial Group first reported a position in ESGE in Q3 2024 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Elios Financial Group held 26,718 shares of iShares ESG Aware MSCI EM ETF worth $1.05M as of Q2 2025.
  • Elios Financial Group bought 3,445 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $125K.
  • iShares ESG Aware MSCI EM ETF made up 0.47% of Elios Financial Group's portfolio in Q2 2025, its #51 holding.
  • Elios Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 4 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.