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Kestra Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kestra Investment Management’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
-1,945
Closed -$65K – 1049
2024
Q4 		$65K Buy
+1,945
New +$68.6K ﹤0.01% 489

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Investment Management's ESGE Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 1,945 shares — an estimated $65K sold.

Kestra Investment Management first reported a position in ESGE in Q4 2024 and held it in 1 quarter. The position peaked at $65K in Q4 2024. 498 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,945 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $65K.
  • Kestra Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $65K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.