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Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$27.1K Buy
+775
New +$28.1K 0.01% 311
2024
Q4 		$26.5K Sell
793
-109
-12% -$3.85K 0.01% 325
2024
Q3 		$32.8K Sell
902
-27
-3% -$922 0.01% 288
2024
Q2 		$31.1K Buy
929
+254
+38% +$8.37K 0.01% 289
2024
Q1 		$21.7K Sell
675
-29
-4% -$914 0.01% 332
2023
Q4 		$22.6K Sell
704
-9
-1% -$278 0.01% 301
2023
Q3 		$21.6K Sell
713
-306
-30% -$9.69K 0.01% 338
2023
Q2 		$32.2K Sell
1,019
-98
-9% -$3.07K 0.01% 306
2023
Q1 		$35.1K Sell
1,117
-540
-33% -$17.1K 0.02% 224
2022
Q4 		$49.8K Sell
1,657
-1,204
-42% -$35.3K 0.03% 181
2022
Q3 		$79K Sell
2,861
-152
-5% -$4.74K 0.05% 135
2022
Q2 		$97K Sell
3,013
-9,229
-75% -$313K 0.06% 132
2022
Q1 		$464K Buy
+12,242
New +$470K 0.31% 60

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

Oliver Lagore Vanvalin Investment Group's ESGE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025: 775 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ESGE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ESGE in Q1 2022 and has held it in 13 quarters since. The position peaked at $464K in Q1 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 775 shares of iShares ESG Aware MSCI EM ETF worth $27.1K as of Q2 2025.
  • iShares ESG Aware MSCI EM ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #311 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $464K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.