Empower Advisory Group
ESGE icon

Empower Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Empower Advisory 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
2026
Q1 		$237M Sell
5,223,149
-1,153,599
-18% -$54.5M 0.62% 33
2025
Q4 		$282M Buy
6,376,748
+857,108
+16% +$37.8M 0.76% 29
2025
Q3 		$240M Sell
5,519,640
-61,557
-1% -$2.51M 0.66% 31
2025
Q2 		$219M Sell
5,581,197
-122,002
-2% -$4.42M 0.65% 30
2025
Q1 		$199M Sell
5,703,199
-34,513
-0.6% -$1.2M 0.65% 28
2024
Q4 		$192M Buy
5,737,712
+60,140
+1% +$2.12M 0.65% 32
2024
Q3 		$207M Sell
5,677,572
-17,183
-0.3% -$587K 0.7% 31
2024
Q2 		$191M Sell
5,694,755
-91,397
-2% -$3.01M 0.71% 29
2024
Q1 		$186M Sell
5,786,152
-51,010
-0.9% -$1.61M 0.7% 29
2023
Q4 		$187M Buy
5,837,162
+55,072
+1% +$1.7M 0.74% 26
2023
Q3 		$175M Buy
5,782,090
+64,828
+1% +$2.05M 0.77% 24
2023
Q2 		$181M Sell
5,717,262
-48,964
-0.8% -$1.54M 0.78% 25
2023
Q1 		$182M Buy
+5,766,226
New +$183M 0.82% 24

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return