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

First Horizon 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 Q2	$256K	Buy	6,536 +2,293	+54%	+$83K	0.01%	468
2025 Q1	$148K	Sell	4,243 -389	-8%	-$13.5K	﹤0.01%	579
2024 Q4	$155K	Sell	4,632 -4,925	-52%	-$174K	﹤0.01%	575
2024 Q3	$348K	Buy	9,557 +337	+4%	+$11.5K	0.01%	409
2024 Q2	$309K	Buy	9,220 +1,517	+20%	+$50K	0.01%	426
2024 Q1	$248K	Sell	7,703 -412	-5%	-$13K	0.01%	464
2023 Q4	$260K	Sell	8,115 -16,734	-67%	-$516K	0.01%	431
2023 Q3	$752K	Sell	24,849 -1,900	-7%	-$60.2K	0.03%	277
2023 Q2	$846K	Sell	26,749 -6,372	-19%	-$200K	0.03%	271
2023 Q1	$1.04M	Buy	33,121 +12,083	+57%	+$383K	0.04%	255
2022 Q4	$633K	Sell	21,038 -13,572	-39%	-$398K	0.02%	299
2022 Q3	$957K	Sell	34,610 -10,866	-24%	-$339K	0.04%	248
2022 Q2	$1.47M	Buy	+45,476	New	+$1.54M	0.05%	233
2022 Q1	–	Sell	-53,984	Closed	-$2.15M	–	1875
2021 Q4	$2.15M	Sell	53,984 -614	-1%	-$25.3K	0.06%	227
2021 Q3	$2.26M	Sell	54,598 -4,191	-7%	-$179K	0.07%	223
2021 Q2	$2.65M	Buy	58,789 +10,140	+21%	+$449K	0.14%	140
2021 Q1	$2.11M	Buy	48,649 +38,926	+400%	+$1.73M	0.12%	148
2020 Q4	$408K	Buy	9,723 +3,804	+64%	+$148K	0.03%	247
2020 Q3	$210K	Hold	5,919	–	–	0.02%	302
2020 Q2	$189K	Buy	5,919 +4,238	+252%	+$127K	0.01%	311
2020 Q1	$46K	Sell	1,681 -46	-3%	-$1.52K	﹤0.01%	501
2019 Q4	$62K	Buy	1,727 +158	+10%	+$5.42K	﹤0.01%	521
2019 Q3	$51K	Buy	1,569 +287	+22%	+$9.44K	﹤0.01%	546
2019 Q2	$43K	Buy	1,282 +2	+0.2%	+$68	﹤0.01%	608
2019 Q1	$43K	Buy	1,280 +115	+10%	+$3.83K	﹤0.01%	558
2018 Q4	$35K	Buy	1,165 +2	+0.2%	+$63	﹤0.01%	591
2018 Q3	$38K	Hold	1,163	–	–	﹤0.01%	654
2018 Q2	$39K	Buy	1,163 +1	+0.1%	+$36	﹤0.01%	642
2018 Q1	$43K	Buy	+1,162	New	+$44.8K	﹤0.01%	532

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Horizon Advisors's ESGE Position: Q2 2025 in Review

First Horizon Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 54% in Q2 2025, buying an estimated $83K and bringing the position to 6,536 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #468.

First Horizon Advisors first reported a position in ESGE in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.65M in Q2 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

First Horizon Advisors held 6,536 shares of iShares ESG Aware MSCI EM ETF worth $256K as of Q2 2025.
First Horizon Advisors bought 2,293 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $83K.
iShares ESG Aware MSCI EM ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #468 holding.
First Horizon Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and has held it in 29 quarters since.
First Horizon Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.65M in Q2 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.