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Partners Capital Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Partners Capital 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 		– Sell
-322,576
Closed -$11.3M – 168
2025
Q1 		$11.3M Sell
322,576
-13,770
-4% -$480K 0.19% 63
2024
Q4 		$11.2M Sell
336,346
-47,779
-12% -$1.69M 0.31% 41
2024
Q3 		$14M Buy
384,125
+83,922
+28% +$2.87M 0.22% 51
2024
Q2 		$10M Hold
300,203
– – 0.17% 68
2024
Q1 		$9.68M Sell
300,203
-23,725
-7% -$748K 0.26% 49
2023
Q4 		$10.4M Buy
323,928
+27,773
+9% +$857K 0.23% 73
2023
Q3 		$8.97M Sell
296,155
-7,872
-3% -$249K 0.22% 75
2023
Q2 		$9.62M Buy
304,027
+52,206
+21% +$1.64M 0.21% 81
2023
Q1 		$7.93M Buy
251,821
+29,889
+13% +$947K 0.34% 54
2022
Q4 		$6.67M Buy
221,932
+19,087
+9% +$559K 0.32% 64
2022
Q3 		$5.61M Buy
202,845
+11,718
+6% +$366K 0.33% 68
2022
Q2 		$6.17M Buy
191,127
+13,961
+8% +$473K 0.42% 54
2022
Q1 		$6.51M Hold
177,166
– – 0.32% 61
2021
Q4 		$7.04M Buy
177,166
+3,310
+2% +$136K 0.33% 65
2021
Q3 		$7.21M Buy
173,856
+33,051
+23% +$1.41M 0.33% 61
2021
Q2 		$6.36M Hold
140,805
– – 0.28% 66
2021
Q1 		$6.1M Buy
+140,805
New +$6.26M 0.27% 60

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Partners Capital Investment Group's ESGE Position: Q2 2025 in Review

Partners Capital Investment Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 322,576 shares — an estimated $11.3M sold.

Partners Capital Investment Group first reported a position in ESGE in Q1 2021 and held it in 17 quarters. The position peaked at $14M in Q3 2024. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Partners Capital Investment Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 322,576 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $11.3M.
  • Partners Capital Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 17 quarters.
  • Partners Capital Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $14M in Q3 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.