Grand Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Grand Wealth 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 Q4	–	Sell	-50	Closed	-$2.17K	–	85
2025 Q3	$2.17K	Hold	50	–	–	﹤0.01%	72
2025 Q2	$1.96K	Hold	50	–	–	﹤0.01%	72
2025 Q1	$1.75K	Hold	50	–	–	﹤0.01%	67
2024 Q4	$1.67K	Hold	50	–	–	﹤0.01%	65
2024 Q3	$1.82K	Hold	50	–	–	﹤0.01%	63
2024 Q2	$1.68K	Hold	50	–	–	﹤0.01%	55
2024 Q1	$1.61K	Hold	50	–	–	﹤0.01%	68
2023 Q4	$1.6K	Hold	50	–	–	﹤0.01%	71
2023 Q3	$1.51K	Sell	50 -289	-85%	-$9.15K	﹤0.01%	69
2023 Q2	$10.7K	Buy	339 +1	+0.3%	+$31	0.01%	59
2023 Q1	$10.6K	Sell	338 -229	-40%	-$7.26K	0.01%	52
2022 Q4	$17.1K	Sell	567 -2,581	-82%	-$75.6K	0.01%	50
2022 Q3	$87K	Buy	3,148 +547	+21%	+$17.1K	0.05%	42
2022 Q2	$84K	Buy	2,601 +715	+38%	+$24.2K	0.04%	44
2022 Q1	$69K	Buy	1,886 +56	+3%	+$2.15K	0.03%	43
2021 Q4	$73K	Buy	+1,830	New	+$75.4K	0.03%	43

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

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

Grand Wealth Management's ESGE Position: Q4 2025 in Review

Grand Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 50 shares — an estimated $2.17K sold.

Grand Wealth Management first reported a position in ESGE in Q4 2021 and held it in 16 quarters. The position peaked at $87K in Q3 2022. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

Grand Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
Grand Wealth Management sold 50 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $2.17K.
Grand Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 16 quarters.
Grand Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $87K in Q3 2022.
591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Grand Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.