Massachusetts Financial Services
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Massachusetts Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Massachusetts Financial Services’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
2026
Q1 		– Sell
-6,359
Closed -$281K – 959
2025
Q4 		$281K Buy
+6,359
New +$280K ﹤0.01% 900
2025
Q1 		– Sell
-9,402
Closed -$314K – 894
2024
Q4 		$314K Sell
9,402
-3,441
-27% -$121K ﹤0.01% 858
2024
Q3 		$468K Buy
+12,843
New +$439K ﹤0.01% 823
2024
Q1 		– Sell
-9,545
Closed -$306K – 856
2023
Q4 		$306K Buy
9,545
+480
+5% +$14.8K ﹤0.01% 818
2023
Q3 		$274K Buy
9,065
+1,698
+23% +$53.8K ﹤0.01% 826
2023
Q2 		$233K Buy
+7,367
New +$231K ﹤0.01% 809
2023
Q1 		– Sell
-8,507
Closed -$256K – 861
2022
Q4 		$256K Buy
+8,507
New +$249K ﹤0.01% 837
2022
Q3 		– Sell
-9,405
Closed -$304K – 856
2022
Q2 		$304K Sell
9,405
-14,743
-61% -$500K ﹤0.01% 834
2022
Q1 		$887K Buy
+24,148
New +$927K ﹤0.01% 800

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return