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ORG Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

ORG 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 		$1.74K Sell
39
-39
-50% -$1.72K ﹤0.01% 1461
2025
Q3 		$3.46K Sell
78
-1
-1% -$41 ﹤0.01% 1212
2025
Q2 		$3.17K Sell
79
-5
-6% -$181 ﹤0.01% 1131
2025
Q1 		$3.01K Sell
84
-1,205
-93% -$42K ﹤0.01% 1022
2024
Q4 		$43.1K Sell
1,289
-3
-0.2% -$106 0.01% 590
2024
Q3 		$47.1K Sell
1,292
-1
-0.1% -$34 0.01% 524
2024
Q2 		$43.5K Buy
+1,293
New +$42.6K 0.01% 836
2024
Q1 		– Sell
-1,951
Closed -$62.8K – 704
2023
Q4 		$62.8K Buy
1,951
+1,509
+341% +$46.5K 0.01% 478
2023
Q3 		$13.4K Sell
442
-15,254
-97% -$483K ﹤0.01% 776
2023
Q2 		$502K Buy
+15,696
New +$492K 0.08% 211

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

ORG Partners's ESGE Position: Q4 2025 in Review

ORG Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 50% in Q4 2025, selling an estimated $1.72K and leaving 39 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

ORG Partners first reported a position in ESGE in Q2 2023 and has held it in 10 quarters since. The position peaked at $502K in Q2 2023. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • ORG Partners held 39 shares of iShares ESG Aware MSCI EM ETF worth $1.74K as of Q4 2025.
  • ORG Partners sold 39 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $1.72K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1461 holding.
  • ORG Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's iShares ESG Aware MSCI EM ETF position peaked at $502K in Q2 2023.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.