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Kingswood Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-7,013
Closed -$246K – 758
2025
Q1 		$246K Sell
7,013
-2,094
-23% -$72.9K 0.02% 615
2024
Q4 		$304K Buy
+9,107
New +$321K 0.02% 598

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kingswood Wealth Advisors's ESGE Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 7,013 shares — an estimated $246K sold.

Kingswood Wealth Advisors first reported a position in ESGE in Q4 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,013 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $246K.
  • Kingswood Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $304K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.