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Journey Strategic Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Journey Strategic Wealth’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
Q3 		– Sell
-5,316
Closed -$208K – 730
2025
Q2 		$208K Sell
5,316
-2,953
-36% -$107K 0.01% 602
2025
Q1 		$289K Buy
8,269
+103
+1% +$3.59K 0.01% 345
2024
Q4 		$273K Buy
8,166
+1,479
+22% +$52.2K 0.01% 362
2024
Q3 		$243K Buy
6,687
+360
+6% +$12.3K 0.01% 399
2024
Q2 		$212K Buy
+6,327
New +$208K 0.01% 351

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Journey Strategic Wealth's ESGE Position: Q3 2025 in Review

Journey Strategic Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 5,316 shares — an estimated $208K sold.

Journey Strategic Wealth first reported a position in ESGE in Q2 2024 and held it in 5 quarters. The position peaked at $289K in Q1 2025. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Journey Strategic Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,316 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $208K.
  • Journey Strategic Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and held it in 5 quarters.
  • Journey Strategic Wealth's iShares ESG Aware MSCI EM ETF position peaked at $289K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.