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Kathleen S. Wright Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kathleen S. Wright Associates’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 		$14K Hold
323
– – 0.01% 199
2025
Q2 		$12.7K Buy
+323
New +$11.7K ﹤0.01% 212

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kathleen S. Wright Associates's ESGE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2025 at 323 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #199.

Kathleen S. Wright Associates first reported a position in ESGE in Q2 2025 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Kathleen S. Wright Associates held 323 shares of iShares ESG Aware MSCI EM ETF worth $14K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2025.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #199 holding.
  • Kathleen S. Wright Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.