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Grey Fox Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Grey Fox Wealth Advisors’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
-1,047
Closed -$45.5K – 285
2025
Q3 		$45.5K Buy
+1,047
New +$42.7K 0.01% 277
2023
Q2 		– Sell
-69
Closed -$2.17K – 235
2023
Q1 		$2.17K Buy
69
+10
+17% +$317 ﹤0.01% 411
2022
Q4 		$1.77K Buy
+59
New +$1.73K ﹤0.01% 347

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

Grey Fox Wealth Advisors's ESGE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 1,047 shares — an estimated $45.5K sold.

Grey Fox Wealth Advisors first reported a position in ESGE in Q4 2022 and held it in 3 quarters. The position peaked at $45.5K in Q3 2025. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,047 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $45.5K.
  • Grey Fox Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $45.5K in Q3 2025.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.