KB
ESGE icon

Kimelman & Baird’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kimelman & Baird’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
-1,124
Closed -$44K – 320
2025
Q2 		$44K Hold
1,124
– – ﹤0.01% 196
2025
Q1 		$39.3K Hold
1,124
– – ﹤0.01% 208
2024
Q4 		$37.5K Hold
1,124
– – ﹤0.01% 213
2024
Q3 		$40.9K Hold
1,124
– – ﹤0.01% 211
2024
Q2 		$37.7K Buy
+1,124
New +$37K ﹤0.01% 208

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 22.9% 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

Kimelman & Baird's ESGE Position: Q3 2025 in Review

Kimelman & Baird sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 1,124 shares — an estimated $44K sold.

Kimelman & Baird first reported a position in ESGE in Q2 2024 and held it in 5 quarters. The position peaked at $44K in Q2 2025. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Kimelman & Baird reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 1,124 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $44K.
  • Kimelman & Baird first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's iShares ESG Aware MSCI EM ETF position peaked at $44K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.