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HM Payson & Co’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HM Payson & Co’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
-13
Closed -$565 – 1162
2025
Q3 		$565 Buy
+13
New +$530 ﹤0.01% 1061
2022
Q3 		– Sell
-2,761
Closed -$89K – 1014
2022
Q2 		$89K Buy
2,761
+703
+34% +$23.8K ﹤0.01% 484
2022
Q1 		$76K Buy
2,058
+189
+10% +$7.26K ﹤0.01% 538
2021
Q4 		$74K Buy
1,869
+805
+76% +$33.2K ﹤0.01% 545
2021
Q3 		$44K Hold
1,064
– – ﹤0.01% 612
2021
Q2 		$48K Sell
1,064
-145
-12% -$6.42K ﹤0.01% 591
2021
Q1 		$52K Sell
1,209
-155
-11% -$6.89K ﹤0.01% 597
2020
Q4 		$57K Buy
1,364
+336
+33% +$13.1K ﹤0.01% 579
2020
Q3 		$37K Hold
1,028
– – ﹤0.01% 612
2020
Q2 		$33K Sell
1,028
-645
-39% -$19.4K ﹤0.01% 578
2020
Q1 		$46K Sell
1,673
-1,000
-37% -$33K ﹤0.01% 514
2019
Q4 		$96K Buy
2,673
+1,988
+290% +$68.1K ﹤0.01% 473
2019
Q3 		$22K Sell
685
-3,765
-85% -$124K ﹤0.01% 710
2019
Q2 		$151K Buy
+4,450
New +$150K 0.01% 429

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

HM Payson & Co's ESGE Position: Q4 2025 in Review

HM Payson & Co sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 13 shares — an estimated $565 sold.

HM Payson & Co first reported a position in ESGE in Q2 2019 and held it in 14 quarters. The position peaked at $151K in Q2 2019. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • HM Payson & Co reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 13 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $565.
  • HM Payson & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and held it in 14 quarters.
  • HM Payson & Co's iShares ESG Aware MSCI EM ETF position peaked at $151K in Q2 2019.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.