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Orion Portfolio Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Orion Portfolio Solutions’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 		$1.26M Buy
36,151
+705
+2% +$24.6K 0.01% 954
2024
Q4 		$1.18M Buy
35,446
+1,440
+4% +$50.8K 0.01% 958
2024
Q3 		$1.24M Buy
34,006
+3,160
+10% +$108K 0.01% 932
2024
Q2 		$1.03M Buy
30,846
+63
+0.2% +$2.08K 0.01% 971
2024
Q1 		$992K Sell
30,783
-1,802
-6% -$56.8K 0.01% 987
2023
Q4 		$1.02M Sell
32,585
-36,462
-53% -$1.12M 0.01% 929
2023
Q3 		$2.09M Sell
69,047
-20,760
-23% -$657K 0.03% 597
2023
Q2 		$2.84M Buy
89,807
+12,107
+16% +$380K 0.03% 506
2023
Q1 		$2.45M Buy
77,700
+54,892
+241% +$1.74M 0.03% 518
2022
Q4 		$686K Sell
22,808
-11,226
-33% -$329K 0.02% 403
2022
Q3 		$942K Sell
34,034
-4,280
-11% -$134K 0.04% 279
2022
Q2 		$1.24M Sell
38,314
-46,361
-55% -$1.57M 0.05% 220
2022
Q1 		$3.11M Buy
84,675
+32,107
+61% +$1.23M 0.11% 122
2021
Q4 		$2.09M Buy
52,568
+384
+0.7% +$15.8K 0.07% 167
2021
Q3 		$2.16M Buy
52,184
+20,340
+64% +$869K 0.08% 155
2021
Q2 		$1.44M Buy
31,844
+10,615
+50% +$470K 0.06% 183
2021
Q1 		$919K Buy
21,229
+5,376
+34% +$239K 0.04% 221
2020
Q4 		$666K Buy
15,853
+1,854
+13% +$72.3K 0.03% 254
2020
Q3 		$499K Sell
13,999
-1,894
-12% -$67.1K 0.03% 266
2020
Q2 		$510K Buy
15,893
+9,042
+132% +$272K 0.03% 238
2020
Q1 		$188K Buy
+6,851
New +$226K 0.01% 330

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

Orion Portfolio Solutions's ESGE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q1 2025, buying an estimated $24.6K and bringing the position to 36,151 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #954.

Orion Portfolio Solutions first reported a position in ESGE in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.11M in Q1 2022. 499 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Orion Portfolio Solutions held 36,151 shares of iShares ESG Aware MSCI EM ETF worth $1.26M as of Q1 2025.
  • Orion Portfolio Solutions bought 705 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $24.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #954 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's iShares ESG Aware MSCI EM ETF position peaked at $3.11M in Q1 2022.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.