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GPS Wealth Strategies Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-9,661
Closed -$420K – 872
2025
Q3 		$420K Buy
9,661
+2,178
+29% +$88.9K 0.04% 212
2025
Q2 		$293K Buy
7,483
+1,170
+19% +$42.4K 0.03% 256
2025
Q1 		$221K Buy
6,313
+277
+5% +$9.65K 0.03% 290
2024
Q4 		$202K Buy
6,036
+22
+0.4% +$776 0.03% 297
2024
Q3 		$219K Buy
6,014
+361
+6% +$12.3K 0.03% 286
2024
Q2 		$190K Buy
5,653
+5,021
+794% +$165K 0.03% 276
2024
Q1 		$20.4K Hold
632
– – ﹤0.01% 718
2023
Q4 		$20.3K Hold
632
– – ﹤0.01% 693
2023
Q3 		$19.1K Hold
632
– – ﹤0.01% 696
2023
Q2 		$20K Sell
632
-11
-2% -$345 ﹤0.01% 688
2023
Q1 		$20.2K Buy
+643
New +$20.4K ﹤0.01% 682
2022
Q4 		– Sell
-11
Closed – – 421
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1141
2022
Q2 		$0 Buy
+11
New +$373 ﹤0.01% 1127

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

GPS Wealth Strategies Group's ESGE Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 9,661 shares — an estimated $420K sold.

GPS Wealth Strategies Group first reported a position in ESGE in Q2 2022 and held it in 13 quarters. The position peaked at $420K in Q3 2025. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 9,661 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $420K.
  • GPS Wealth Strategies Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 13 quarters.
  • GPS Wealth Strategies Group's iShares ESG Aware MSCI EM ETF position peaked at $420K in Q3 2025.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.