Freedom Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Freedom Investment 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
2026 Q1	$258K	Sell	5,666 -643	-10%	-$30.4K	0.08%	90
2025 Q4	$279K	Sell	6,309 -4,416	-41%	-$195K	0.08%	93
2025 Q3	$466K	Sell	10,725 -7,865	-42%	-$321K	0.12%	80
2025 Q2	$728K	Sell	18,590 -1,494	-7%	-$54.1K	0.06%	333
2025 Q1	$702K	Buy	20,084 +5,705	+40%	+$199K	0.06%	331
2024 Q4	$480K	Buy	14,379 +4,609	+47%	+$163K	0.04%	444
2024 Q3	$356K	Buy	9,770 +688	+8%	+$23.5K	0.03%	541
2024 Q2	$305K	Buy	9,082 +1,762	+24%	+$58K	0.02%	590
2024 Q1	$236K	Sell	7,320 -148	-2%	-$4.66K	0.02%	686
2023 Q4	$239K	Buy	+7,468	New	+$230K	0.02%	664

Other funds holding ESGE

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

Freedom Investment Management's ESGE Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q1 2026, selling an estimated $30.4K and leaving 5,666 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #90.

Freedom Investment Management first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. The position peaked at $728K in Q2 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Freedom Investment Management held 5,666 shares of iShares ESG Aware MSCI EM ETF worth $258K as of Q1 2026.
Freedom Investment Management sold 643 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $30.4K.
iShares ESG Aware MSCI EM ETF made up 0.08% of Freedom Investment Management's portfolio in Q1 2026, its #90 holding.
Freedom Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $728K in Q2 2025.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.