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

Financial Management 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
2025
Q3 		– Sell
-5,589
Closed -$221K – 190
2025
Q2 		$221K Buy
+5,589
New +$202K 0.04% 161
2024
Q4 		– Sell
-5,512
Closed -$206K – 169
2024
Q3 		$206K Buy
+5,512
New +$188K 0.04% 165
2024
Q1 		– Sell
-9,502
Closed -$298K – 157
2023
Q4 		$298K Sell
9,502
-845
-8% -$26.1K 0.09% 116
2023
Q3 		$307K Sell
10,347
-636
-6% -$20.1K 0.1% 117
2023
Q2 		$351K Sell
10,983
-1,464
-12% -$45.9K 0.12% 107
2023
Q1 		$392K Buy
12,447
+387
+3% +$12.3K 0.16% 95
2022
Q4 		$378K Buy
12,060
+595
+5% +$17.4K 0.17% 103
2022
Q3 		$333K Buy
11,465
+238
+2% +$7.42K 0.16% 103
2022
Q2 		$360K Sell
11,227
-565
-5% -$19.2K 0.19% 97
2022
Q1 		$449K Buy
11,792
+100
+0.9% +$3.84K 0.23% 75
2021
Q4 		$466K Sell
11,692
-1,861
-14% -$76.7K 0.21% 84
2021
Q3 		$551K Buy
13,553
+1,015
+8% +$43.4K 0.28% 72
2021
Q2 		$561K Buy
12,538
+3,163
+34% +$140K 0.29% 72
2021
Q1 		$412K Buy
9,375
+1,219
+15% +$54.2K 0.21% 87
2020
Q4 		$373K Buy
+8,156
New +$318K 0.23% 81

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

Financial Management Network's ESGE Position: Q3 2025 in Review

Financial Management Network sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 5,589 shares — an estimated $221K sold.

Financial Management Network first reported a position in ESGE in Q4 2020 and held it in 15 quarters. The position peaked at $561K in Q2 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Financial Management Network reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Management Network sold 5,589 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $221K.
  • Financial Management Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 15 quarters.
  • Financial Management Network's iShares ESG Aware MSCI EM ETF position peaked at $561K in Q2 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Financial Management Network's 13F filing for Q3 2025, filed 29 Oct 2025.