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Pallas Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pallas Capital Advisors’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 		– Sell
-132,494
Closed -$4.63M – 890
2025
Q1 		$4.63M Sell
132,494
-4,130
-3% -$144K 0.19% 109
2024
Q4 		$4.56M Sell
136,624
-2,545
-2% -$89.8K 0.2% 100
2024
Q3 		$4.99M Sell
139,169
-7,944
-5% -$271K 0.21% 95
2024
Q2 		$5.01M Sell
147,113
-9,758
-6% -$321K 0.23% 96
2024
Q1 		$5.06M Sell
156,871
-1,642
-1% -$51.7K 0.21% 94
2023
Q4 		$5.08M Buy
+158,513
New +$4.89M 0.27% 79
2022
Q2 		– Sell
-350,763
Closed -$12.6M – 235
2022
Q1 		$12.6M Buy
+350,763
New +$13.5M 1.6% 8

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 $424B AUM 22.94% 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

Pallas Capital Advisors's ESGE Position: Q2 2025 in Review

Pallas Capital Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 132,494 shares — an estimated $4.63M sold.

Pallas Capital Advisors first reported a position in ESGE in Q1 2022 and held it in 7 quarters. The position peaked at $12.6M in Q1 2022. 531 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Pallas Capital Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 132,494 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $4.63M.
  • Pallas Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 7 quarters.
  • Pallas Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $12.6M in Q1 2022.
  • 531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Pallas Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.