Highline Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Highline Wealth Partners’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 Q1	–	Sell	-756	Closed	-$25.2K	–	1028
2024 Q4	$25.2K	Hold	756	–	–	0.01%	165
2024 Q3	$27.5K	Hold	756	–	–	0.01%	159
2024 Q2	$25.3K	Hold	756	–	–	0.01%	159
2024 Q1	$24.4K	Hold	756	–	–	0.01%	163
2023 Q4	$24.2K	Hold	756	–	–	0.01%	149
2023 Q3	$22.9K	Buy	+756	New	+$23.9K	0.01%	137
2022 Q4	–	Sell	-500	Closed	-$13.8K	–	338
2022 Q3	$13.8K	Buy	+500	New	+$15.6K	0.01%	128

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Highline Wealth Partners's ESGE Position: Q1 2025 in Review

Highline Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 756 shares — an estimated $25.2K sold.

Highline Wealth Partners first reported a position in ESGE in Q3 2022 and held it in 7 quarters. The position peaked at $27.5K in Q3 2024. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

Highline Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
Highline Wealth Partners sold 756 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $25.2K.
Highline Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 7 quarters.
Highline Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $27.5K in Q3 2024.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Highline Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.