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Napatree Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Napatree Capital’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
Q1 		$208K Buy
+5,961
New +$208K 0.12% 193
2024
Q4 		– Sell
-5,890
Closed -$214K – 182
2024
Q3 		$214K Buy
+5,890
New +$201K 0.15% 150

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Napatree Capital's ESGE Position: Q1 2025 in Review

Napatree Capital opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025: 5,961 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #193 among its holdings. This is a return to the name: Napatree Capital previously reported a position in ESGE as recently as Q3 2024.

Napatree Capital first reported a position in ESGE in Q3 2024 and has held it in 2 quarters since. The position peaked at $214K in Q3 2024. 499 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Napatree Capital held 5,961 shares of iShares ESG Aware MSCI EM ETF worth $208K as of Q1 2025.
  • iShares ESG Aware MSCI EM ETF was a new Napatree Capital position in Q1 2025.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of Napatree Capital's portfolio in Q1 2025, its #193 holding.
  • Napatree Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 2 quarters since.
  • Napatree Capital's iShares ESG Aware MSCI EM ETF position peaked at $214K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.