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Fortis Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fortis Capital Management’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
Q1 		– Sell
-13,176
Closed -$440K – 159
2024
Q4 		$440K Buy
13,176
+339
+3% +$12K 0.08% 99
2024
Q3 		$467K Sell
12,837
-6
-0% -$205 0.09% 96
2024
Q2 		$431K Buy
12,843
+802
+7% +$26.4K 0.09% 98
2024
Q1 		$388K Buy
12,041
+66
+0.6% +$2.08K 0.1% 86
2023
Q4 		$384K Buy
11,975
+215
+2% +$6.63K 0.1% 109
2023
Q3 		$356K Buy
11,760
+1,859
+19% +$58.9K 0.11% 107
2023
Q2 		$313K Sell
9,901
-1,088
-10% -$34.1K 0.11% 86
2023
Q1 		$346K Buy
10,989
+770
+8% +$24.4K 0.14% 78
2022
Q4 		$307K Buy
10,219
+1,761
+21% +$51.6K 0.23% 74
2022
Q3 		$234K Buy
8,458
+1,455
+21% +$45.4K 0.2% 76
2022
Q2 		$226K Buy
+7,003
New +$237K 0.22% 72

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Fortis Capital Management's ESGE Position: Q1 2025 in Review

Fortis Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 13,176 shares — an estimated $440K sold.

Fortis Capital Management first reported a position in ESGE in Q2 2022 and held it in 11 quarters. The position peaked at $467K in Q3 2024. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Fortis Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Management sold 13,176 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $440K.
  • Fortis Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 11 quarters.
  • Fortis Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $467K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Fortis Capital Management's 13F filing for Q1 2025, filed 9 May 2025.