OCM
ESGE icon

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

Objective Capital Management’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 		– Sell
-28,709
Closed -$959K – 95
2024
Q4 		$959K Sell
28,709
-737
-3% -$26K 0.64% 44
2024
Q3 		$1.07M Buy
+29,446
New +$1.01M 0.63% 43
2024
Q1 		$974K Sell
30,233
-2,734
-8% -$86.1K 0.66% 40
2023
Q4 		$1.06M Sell
32,967
-3,926
-11% -$121K 0.81% 34
2023
Q3 		$1.12M Sell
36,893
-1,495
-4% -$47.3K 0.99% 30
2023
Q2 		$1.21M Sell
38,388
-3,206
-8% -$101K 1.06% 27
2023
Q1 		$1.31M Sell
41,594
-315
-0.8% -$9.98K 1.2% 25
2022
Q4 		$1.26M Sell
41,909
-1,006
-2% -$29.5K 1.25% 24
2022
Q3 		$1.19M Buy
42,915
+50
+0.1% +$1.56K 1.27% 25
2022
Q2 		$1.39M Sell
42,865
-85
-0.2% -$2.88K 1.4% 23
2022
Q1 		$1.58M Hold
42,950
– – 1.21% 24
2021
Q4 		$1.71M Buy
+42,950
New +$1.77M 1.21% 23

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.3T AUM 54.33% 1-Year Est. Return

Objective Capital Management's ESGE Position: Q1 2025 in Review

Objective Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 28,709 shares — an estimated $959K sold.

Objective Capital Management first reported a position in ESGE in Q4 2021 and held it in 12 quarters. The position peaked at $1.71M in Q4 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Objective Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 28,709 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $959K.
  • Objective Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 12 quarters.
  • Objective Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $1.71M in Q4 2021.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.