O'Brien Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

O'Brien Wealth Partners’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 Q4	$6.68M	Sell	151,187 -1,054	-0.7%	-$46.5K	0.88%	22
2025 Q3	$6.61M	Sell	152,241 -3,435	-2%	-$140K	0.9%	22
2025 Q2	$6.1M	Buy	155,676 +148,548	+2,084%	+$5.38M	0.96%	21
2025 Q1	$249K	Buy	+7,128	New	+$248K	0.05%	44
2022 Q4	–	Sell	-25,604	Closed	-$708K	–	59
2022 Q3	$708K	Buy	+25,604	New	+$799K	0.3%	17
2021 Q3	–	Sell	-7,327	Closed	-$321K	–	47
2021 Q2	$321K	Hold	7,327	–	–	0.11%	30
2021 Q1	$322K	Hold	7,327	–	–	0.11%	30
2020 Q4	$326K	Hold	7,327	–	–	0.12%	26
2020 Q3	$270K	Sell	7,327 -2,073	-22%	-$73.4K	0.11%	26
2020 Q2	$329K	Hold	9,400	–	–	0.14%	22
2020 Q1	$254K	Buy	+9,400	New	+$310K	0.14%	27

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

O'Brien Wealth Partners's ESGE Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.69% in Q4 2025, selling an estimated $46.5K and leaving 151,187 shares worth $6.68M. The position accounts for 0.88% of the portfolio, ranked #22.

O'Brien Wealth Partners first reported a position in ESGE in Q1 2020 and has held it in 11 quarters since. 592 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

O'Brien Wealth Partners held 151,187 shares of iShares ESG Aware MSCI EM ETF worth $6.68M as of Q4 2025.
O'Brien Wealth Partners sold 1,054 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $46.5K.
iShares ESG Aware MSCI EM ETF made up 0.88% of O'Brien Wealth Partners's portfolio in Q4 2025, its #22 holding.
O'Brien Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 11 quarters since.
592 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.