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Equita Financial Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Equita Financial Network’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 		$1.19M Buy
26,097
+996
+4% +$47.1K 0.37% 36
2025
Q4 		$1.11M Buy
25,101
+2,326
+10% +$103K 0.33% 40
2025
Q3 		$989K Sell
22,775
-102
-0.4% -$4.16K 0.33% 37
2025
Q2 		$896K Sell
22,877
-1,664
-7% -$60.2K 0.36% 36
2025
Q1 		$858K Buy
24,541
+2,442
+11% +$85K 0.3% 46
2024
Q4 		$738K Buy
22,099
+1,650
+8% +$58.2K 0.27% 46
2024
Q3 		$745K Buy
20,449
+2,063
+11% +$70.4K 0.27% 47
2024
Q2 		$616K Buy
18,386
+3,829
+26% +$126K 0.26% 52
2024
Q1 		$469K Buy
14,557
+6,504
+81% +$205K 0.21% 51
2023
Q4 		$258K Buy
8,053
+677
+9% +$20.9K 0.14% 56
2023
Q3 		$223K Buy
+7,376
New +$234K 0.14% 54

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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