First Foundation Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

First Foundation Advisors’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	-9,865	Closed	-$386K	–	340
2025 Q2	$386K	Buy	9,865 +2,793	+39%	+$101K	0.01%	263
2025 Q1	$247K	Buy	+7,072	New	+$246K	0.01%	295
2024 Q4	–	Sell	-6,263	Closed	-$228K	–	346
2024 Q3	$228K	Sell	6,263 -2,604	-29%	-$88.9K	0.01%	321
2024 Q2	$297K	Sell	8,867 -817	-8%	-$26.9K	0.01%	279
2024 Q1	$312K	Sell	9,684 -1,997	-17%	-$62.9K	0.01%	280
2023 Q4	$374K	Buy	11,681 +1,157	+11%	+$35.7K	0.02%	255
2023 Q3	$319K	Buy	10,524 +576	+6%	+$18.2K	0.01%	316
2023 Q2	$315K	Hold	9,948	–	–	0.01%	312
2023 Q1	$313K	Hold	9,948	–	–	0.01%	293
2022 Q4	$299K	Buy	+9,948	New	+$292K	0.01%	305

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

First Foundation Advisors's ESGE Position: Q3 2025 in Review

First Foundation Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 9,865 shares — an estimated $386K sold.

First Foundation Advisors first reported a position in ESGE in Q4 2022 and held it in 10 quarters. The position peaked at $386K in Q2 2025. 533 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

First Foundation Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
First Foundation Advisors sold 9,865 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $386K.
First Foundation Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 10 quarters.
First Foundation Advisors's iShares ESG Aware MSCI EM ETF position peaked at $386K in Q2 2025.
533 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.