Koesten Hirschmann & Crabtree’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Koesten Hirschmann & Crabtree’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	-1,245	Closed	-$43.5K	–	347
2025 Q1	$43.5K	Buy	1,245 +220	+21%	+$7.66K	0.03%	89
2024 Q4	$34.2K	Hold	1,025	–	–	0.02%	98
2024 Q3	$37.3K	Hold	1,025	–	–	0.02%	94
2024 Q2	$33K	Hold	1,025	–	–	0.02%	105
2024 Q1	$33K	Hold	1,025	–	–	0.02%	105
2023 Q4	$32.9K	Hold	1,025	–	–	0.02%	91
2023 Q3	$31K	Hold	1,025	–	–	0.02%	76
2023 Q2	$32.4K	Hold	1,025	–	–	0.02%	77
2023 Q1	$32.3K	Hold	1,025	–	–	0.02%	84
2022 Q4	$30.8K	Buy	+1,025	New	+$30K	0.03%	85

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ESGE Position: Q2 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 1,245 shares — an estimated $43.5K sold.

Koesten Hirschmann & Crabtree first reported a position in ESGE in Q4 2022 and held it in 10 quarters. The position peaked at $43.5K in Q1 2025. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,245 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $43.5K.
Koesten Hirschmann & Crabtree first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 10 quarters.
Koesten Hirschmann & Crabtree's iShares ESG Aware MSCI EM ETF position peaked at $43.5K in Q1 2025.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2025, filed 15 Aug 2025.