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

Long Run 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
Q4 		$425K Buy
9,627
+164
+2% +$7.23K 0.08% 81
2025
Q3 		$411K Sell
9,463
-997
-10% -$40.7K 0.08% 80
2025
Q2 		$410K Sell
10,460
-340
-3% -$12.3K 0.09% 79
2025
Q1 		$377K Sell
10,800
-1,522
-12% -$53K 0.09% 81
2024
Q4 		$411K Buy
12,322
+52
+0.4% +$1.83K 0.1% 78
2024
Q3 		$447K Buy
12,270
+283
+2% +$9.66K 0.11% 76
2024
Q2 		$402K Sell
11,987
-1,058
-8% -$34.8K 0.1% 76
2024
Q1 		$420K Sell
13,045
-115
-0.9% -$3.62K 0.11% 76
2023
Q4 		$422K Sell
13,160
-347
-3% -$10.7K 0.12% 71
2023
Q3 		$409K Sell
13,507
-560
-4% -$17.7K 0.13% 69
2023
Q2 		$445K Sell
14,067
-337
-2% -$10.6K 0.14% 73
2023
Q1 		$453K Sell
14,404
-6,749
-32% -$214K 0.15% 73
2022
Q4 		$636K Buy
21,153
+3,507
+20% +$103K 0.23% 74
2022
Q3 		$488K Buy
17,646
+1,946
+12% +$60.7K 0.19% 74
2022
Q2 		$507K Buy
15,700
+1,333
+9% +$45.2K 0.2% 71
2022
Q1 		$530K Buy
14,367
+1,429
+11% +$54.9K 0.19% 74
2021
Q4 		$513K Buy
+12,938
New +$533K 0.18% 77

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

Long Run Wealth Advisors's ESGE Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.7% in Q4 2025, buying an estimated $7.23K and bringing the position to 9,627 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #81.

Long Run Wealth Advisors first reported a position in ESGE in Q4 2021 and has held it in 17 quarters since. The position peaked at $636K in Q4 2022. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Long Run Wealth Advisors held 9,627 shares of iShares ESG Aware MSCI EM ETF worth $425K as of Q4 2025.
  • Long Run Wealth Advisors bought 164 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $7.23K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Long Run Wealth Advisors's portfolio in Q4 2025, its #81 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $636K in Q4 2022.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.