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Financial Counselors Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Counselors Inc’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
-8,666
Closed -$303K – 184
2025
Q1 		$303K Hold
8,666
– – ﹤0.01% 503
2024
Q4 		$289K Sell
8,666
-3,166
-27% -$112K ﹤0.01% 507
2024
Q3 		$431K Hold
11,832
– – 0.01% 454
2024
Q2 		$397K Sell
11,832
-579
-5% -$19.1K 0.01% 442
2024
Q1 		$400K Buy
12,411
+3,429
+38% +$108K 0.01% 444
2023
Q4 		$288K Hold
8,982
– – 0.01% 495
2023
Q3 		$272K Hold
8,982
– – 0.01% 482
2023
Q2 		$284K Sell
8,982
-611
-6% -$19.2K 0.01% 433
2023
Q1 		$302K Sell
9,593
-2,038
-18% -$64.6K 0.01% 424
2022
Q4 		$350K Sell
11,631
-487
-4% -$14.3K 0.01% 412
2022
Q3 		$335K Hold
12,118
– – 0.01% 403
2022
Q2 		$392K Hold
12,118
– – 0.01% 384
2022
Q1 		$445K Hold
12,118
– – 0.01% 374
2021
Q4 		$482K Buy
12,118
+1,390
+13% +$57.3K 0.01% 367
2021
Q3 		$445K Sell
10,728
-169
-2% -$7.22K 0.01% 388
2021
Q2 		$492K Buy
10,897
+4,251
+64% +$188K 0.01% 374
2021
Q1 		$288K Hold
6,646
– – 0.01% 450
2020
Q4 		$279K Buy
+6,646
New +$259K 0.01% 447

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 22.9% 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

Financial Counselors Inc's ESGE Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 8,666 shares — an estimated $303K sold.

Financial Counselors Inc first reported a position in ESGE in Q4 2020 and held it in 18 quarters. The position peaked at $492K in Q2 2021. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 8,666 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $303K.
  • Financial Counselors Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's iShares ESG Aware MSCI EM ETF position peaked at $492K in Q2 2021.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.