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Money Design’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Money Design’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 		$16.3M Sell
417,101
-30,605
-7% -$1.11M 0.76% 26
2025
Q1 		$15.6M Buy
447,706
+326
+0.1% +$11.4K 0.78% 28
2024
Q4 		$15M Sell
447,380
-14,520
-3% -$512K 0.77% 29
2024
Q3 		$16.8M Buy
461,900
+7,257
+2% +$248K 0.84% 29
2024
Q2 		$15.2M Sell
454,643
-16,063
-3% -$529K 0.82% 28
2024
Q1 		$15.2M Buy
470,706
+5,273
+1% +$166K 0.83% 31
2023
Q4 		$14.9M Buy
465,433
+25,103
+6% +$774K 0.84% 31
2023
Q3 		$13.3M Sell
440,330
-22,208
-5% -$703K 0.81% 33
2023
Q2 		$14.6M Buy
462,538
+29,900
+7% +$938K 0.87% 37
2023
Q1 		$13.6M Buy
432,638
+19,467
+5% +$617K 0.8% 41
2022
Q4 		$12.4M Buy
413,171
+54,294
+15% +$1.59M 0.78% 47
2022
Q3 		$9.93M Buy
358,877
+44,309
+14% +$1.38M 0.7% 47
2022
Q2 		$10.2M Buy
314,568
+26,462
+9% +$897K 0.76% 44
2022
Q1 		$10.6M Buy
+288,106
New +$11.1M 0.72% 46

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Design's ESGE Position: Q2 2025 in Review

Money Design reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.8% in Q2 2025, selling an estimated $1.11M and leaving 417,101 shares worth $16.3M. The position accounts for 0.76% of the portfolio, ranked #26.

Money Design first reported a position in ESGE in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q3 2024. 531 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Money Design held 417,101 shares of iShares ESG Aware MSCI EM ETF worth $16.3M as of Q2 2025.
  • Money Design sold 30,605 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $1.11M.
  • iShares ESG Aware MSCI EM ETF made up 0.76% of Money Design's portfolio in Q2 2025, its #26 holding.
  • Money Design first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 14 quarters since.
  • Money Design's iShares ESG Aware MSCI EM ETF position peaked at $16.8M in Q3 2024.
  • 531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.