Global Financial Private Client’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Global Financial Private Client’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	–	Sell	-203	Closed	-$7.09K	–	655
2025 Q1	$7.09K	Sell	203 -6	-3%	-$209	﹤0.01%	640
2024 Q4	$6.98K	Hold	209	–	–	﹤0.01%	605
2024 Q3	$7.61K	Sell	209 -15	-7%	-$512	﹤0.01%	593
2024 Q2	$7.51K	Buy	224 +63	+39%	+$2.08K	﹤0.01%	471
2024 Q1	$5.2K	Sell	161 -5	-3%	-$158	﹤0.01%	517
2023 Q4	$5.32K	Sell	166 -26	-14%	-$802	﹤0.01%	508
2023 Q3	$5.78K	Hold	192	–	–	﹤0.01%	492
2023 Q2	$6.14K	Buy	192 +14	+8%	+$439	﹤0.01%	486
2023 Q1	$5.61K	Hold	178	–	–	﹤0.01%	496
2022 Q4	$5.35K	Sell	178 -4	-2%	-$117	﹤0.01%	483
2022 Q3	$5.12K	Sell	182 -10,834	-98%	-$338K	﹤0.01%	466
2022 Q2	$353K	Sell	11,016 -5,660	-34%	-$192K	0.2%	100
2022 Q1	$623K	Buy	16,676 +3,363	+25%	+$129K	0.3%	76
2021 Q4	$529K	Sell	13,313 -1,758	-12%	-$72.5K	0.26%	89
2021 Q3	$623K	Buy	15,071 +2,851	+23%	+$122K	0.32%	81
2021 Q2	$547K	Buy	12,220 +8,021	+191%	+$355K	0.31%	81
2021 Q1	$184K	Buy	4,199 +2,563	+157%	+$114K	0.13%	118
2020 Q4	$68.7K	Buy	+1,636	New	+$63.8K	0.05%	165

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

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

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

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

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

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

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

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

Global Financial Private Client's ESGE Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 203 shares — an estimated $7.09K sold.

Global Financial Private Client first reported a position in ESGE in Q4 2020 and held it in 18 quarters. The position peaked at $623K in Q1 2022. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

Global Financial Private Client reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 203 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $7.09K.
Global Financial Private Client first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's iShares ESG Aware MSCI EM ETF position peaked at $623K in Q1 2022.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.