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Litman Gregory Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Litman Gregory Wealth 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
Q4 		$3.3M Sell
74,667
-3,664
-5% -$162K 0.24% 54
2025
Q3 		$3.4M Sell
78,331
-7,498
-9% -$306K 0.25% 52
2025
Q2 		$3.36M Sell
85,829
-2,184
-2% -$79.1K 0.26% 51
2025
Q1 		$3.08M Buy
88,013
+4,056
+5% +$141K 0.26% 52
2024
Q4 		$2.8M Sell
83,957
-8,089
-9% -$285K 0.24% 47
2024
Q3 		$3.35M Sell
92,046
-10,453
-10% -$357K 0.28% 46
2024
Q2 		$3.44M Sell
102,499
-47,355
-32% -$1.56M 0.3% 45
2024
Q1 		$4.83M Sell
149,854
-16,318
-10% -$514K 0.44% 42
2023
Q4 		$5.33M Buy
166,172
+4,250
+3% +$131K 0.51% 41
2023
Q3 		$4.9M Sell
161,922
-3,346
-2% -$106K 0.51% 41
2023
Q2 		$5.23M Buy
+165,268
New +$5.18M 0.65% 26
2023
Q1 		– Sell
-185,485
Closed -$5.58M – 53
2022
Q4 		$5.58M Sell
185,485
-107,234
-37% -$3.14M 0.78% 21
2022
Q3 		$8.1M Buy
292,719
+29,559
+11% +$922K 1.3% 18
2022
Q2 		$8.5M Buy
263,160
+41,676
+19% +$1.41M 1.25% 15
2022
Q1 		$8.13M Buy
221,484
+5,114
+2% +$196K 1.19% 17
2021
Q4 		$8.6M Sell
216,370
-4,847
-2% -$200K 1.46% 12
2021
Q3 		$9.17M Buy
221,217
+212,296
+2,380% +$9.07M 1.73% 13
2021
Q2 		$8.92K Sell
8,921
-114,528
-93% -$5.07M 1.67% 13
2021
Q1 		$5.35M Buy
123,449
+10,206
+9% +$454K 1.05% 16
2020
Q4 		$4.75M Buy
113,243
+3,573
+3% +$139K 0.87% 16
2020
Q3 		$3.9M Buy
109,670
+14,204
+15% +$503K 0.81% 17
2020
Q2 		$3.06M Buy
95,466
+16,267
+21% +$489K 0.68% 20
2020
Q1 		$2.17M Sell
79,199
-3,090
-4% -$102K 0.55% 24
2019
Q4 		$2.96M Buy
82,289
+10,309
+14% +$353K 0.66% 24
2019
Q3 		$2.34M Buy
71,980
+9,628
+15% +$317K 0.57% 24
2019
Q2 		$2.12M Buy
62,352
+159
+0.3% +$5.37K 0.56% 24
2019
Q1 		$2.12M Sell
62,193
-3,545
-5% -$118K 0.58% 24
2018
Q4 		$2.02M Buy
65,738
+4,548
+7% +$143K 0.62% 24
2018
Q3 		$2.04M Sell
61,190
-33,753
-36% -$1.14M 0.69% 24
2018
Q2 		$4.51M Buy
94,943
+32,635
+52% +$1.18M 1.77% 11
2018
Q1 		$2.36M Buy
62,308
+12,034
+24% +$464K 0.96% 17
2017
Q4 		$1.86K Buy
50,274
+2,372
+5% +$85.4K 0.56% 17
2017
Q3 		$1.66M Buy
47,902
+13,708
+40% +$467K 0.81% 15
2017
Q2 		$1.1M Buy
34,194
+17,900
+110% +$565K 0.62% 14
2017
Q1 		$499K Buy
16,294
+10,634
+188% +$316K 0.31% 21
2016
Q4 		$154K Buy
+5,660
New +$157K 0.1% 24

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
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
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

Litman Gregory Wealth Management's ESGE Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.7% in Q4 2025, selling an estimated $162K and leaving 74,667 shares worth $3.3M. The position accounts for 0.24% of the portfolio, ranked #54.

Litman Gregory Wealth Management first reported a position in ESGE in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.17M in Q3 2021. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Litman Gregory Wealth Management held 74,667 shares of iShares ESG Aware MSCI EM ETF worth $3.3M as of Q4 2025.
  • Litman Gregory Wealth Management sold 3,664 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $162K.
  • iShares ESG Aware MSCI EM ETF made up 0.24% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #54 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2016 and has held it in 36 quarters since.
  • Litman Gregory Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $9.17M in Q3 2021.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.