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Morningstar Investment Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-98,348
Closed -$3.64M – 213
2024
Q3 		$3.64M Buy
98,348
+6,177
+7% +$211K 0.04% 153
2024
Q2 		$3.08M Buy
92,171
+13,342
+17% +$439K 0.03% 147
2024
Q1 		$2.54M Sell
78,829
-73,623
-48% -$2.32M 0.03% 152
2023
Q4 		$4.89M Buy
152,452
+76,496
+101% +$2.36M 0.03% 156
2023
Q3 		$2.3M Buy
75,956
+6,096
+9% +$193K 0.03% 155
2023
Q2 		$2.2M Buy
69,860
+2,944
+4% +$92.3K 0.03% 152
2023
Q1 		$2.11M Buy
66,916
+730
+1% +$23.1K 0.03% 147
2022
Q4 		$2.06M Buy
66,186
+1,481
+2% +$43.4K 0.03% 142
2022
Q3 		$1.77M Buy
64,705
+2,012
+3% +$62.8K 0.03% 141
2022
Q2 		$2.04M Buy
62,693
+2,270
+4% +$77K 0.03% 149
2022
Q1 		$2.26M Buy
60,423
+31,304
+108% +$1.2M 0.03% 163
2021
Q4 		$1.16M Buy
29,119
+5,955
+26% +$246K 0.01% 172
2021
Q3 		$955K Buy
23,164
+4,119
+22% +$176K 0.01% 171
2021
Q2 		$864K Buy
19,045
+4,237
+29% +$188K 0.01% 175
2021
Q1 		$638K Buy
+14,808
New +$659K 0.01% 172

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morningstar Investment Services's ESGE Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 98,348 shares — an estimated $3.64M sold.

Morningstar Investment Services first reported a position in ESGE in Q1 2021 and held it in 15 quarters. The position peaked at $4.89M in Q4 2023. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 98,348 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $3.64M.
  • Morningstar Investment Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 15 quarters.
  • Morningstar Investment Services's iShares ESG Aware MSCI EM ETF position peaked at $4.89M in Q4 2023.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.