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High Falls Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

High Falls 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 		$244K Buy
5,519
+535
+11% +$23.6K 0.05% 124
2025
Q3 		$216K Buy
+4,984
New +$203K 0.04% 144
2024
Q4 		– Sell
-6,956
Closed -$253K – 120
2024
Q3 		$253K Buy
6,956
+24
+0.3% +$820 0.06% 102
2024
Q2 		$232K Buy
6,932
+236
+4% +$7.77K 0.06% 111
2024
Q1 		$216K Sell
6,696
-332
-5% -$10.5K 0.05% 116
2023
Q4 		$225K Sell
7,028
-20,312
-74% -$627K 0.06% 98
2023
Q3 		$828K Sell
27,340
-3,562
-12% -$113K 0.25% 34
2023
Q2 		$977K Sell
30,902
-12,583
-29% -$395K 0.28% 31
2023
Q1 		$1.37M Buy
43,485
+18,496
+74% +$586K 0.41% 25
2022
Q4 		$751K Sell
24,989
-12,192
-33% -$357K 0.23% 37
2022
Q3 		$1.03M Sell
37,181
-11,039
-23% -$344K 0.34% 31
2022
Q2 		$1.56M Sell
48,220
-230,641
-83% -$7.82M 0.48% 27
2022
Q1 		$10.2M Buy
278,861
+69,822
+33% +$2.68M 2.75% 7
2021
Q4 		$8.31M Sell
209,039
-49,036
-19% -$2.02M 2.12% 13
2021
Q3 		$10.7M Sell
258,075
-124,510
-33% -$5.32M 2.91% 10
2021
Q2 		$17.3M Buy
382,585
+97,929
+34% +$4.34M 4.65% 7
2021
Q1 		$12.3M Buy
284,656
+45,718
+19% +$2.03M 3.54% 9
2020
Q4 		$10M Buy
238,938
+106,564
+81% +$4.15M 2.91% 12
2020
Q3 		$5M Buy
132,374
+3,420
+3% +$121K 1.74% 23
2020
Q2 		$4.14M Buy
128,954
+110,265
+590% +$3.31M 1.54% 21
2020
Q1 		$512K Buy
+18,689
New +$617K 0.2% 47

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

High Falls Advisors's ESGE Position: Q4 2025 in Review

High Falls Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q4 2025, buying an estimated $23.6K and bringing the position to 5,519 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #124.

High Falls Advisors first reported a position in ESGE in Q1 2020 and has held it in 21 quarters since. The position peaked at $17.3M in Q2 2021. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • High Falls Advisors held 5,519 shares of iShares ESG Aware MSCI EM ETF worth $244K as of Q4 2025.
  • High Falls Advisors bought 535 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $23.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of High Falls Advisors's portfolio in Q4 2025, its #124 holding.
  • High Falls Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 21 quarters since.
  • High Falls Advisors's iShares ESG Aware MSCI EM ETF position peaked at $17.3M in Q2 2021.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.