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ESGE icon

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

&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
2026
Q1 		$3.02M Sell
66,336
-212
-0.3% -$10K 0.01% 726
2025
Q4 		$2.94M Buy
66,548
+9,950
+18% +$439K 0.02% 694
2025
Q3 		$2.45M Sell
56,598
-1,653
-3% -$67.4K 0.02% 674
2025
Q2 		$2.28M Buy
58,251
+303
+0.5% +$11K 0.02% 615
2025
Q1 		$2.05M Buy
57,948
+4,453
+8% +$155K 0.02% 532
2024
Q4 		$1.8M Buy
53,495
+39,925
+294% +$1.41M 0.02% 539
2024
Q3 		$494K Buy
13,570
+5,397
+66% +$184K 0.01% 878
2024
Q2 		$274K Buy
8,173
+85
+1% +$2.8K 0.01% 741
2024
Q1 		$261K Buy
+8,088
New +$255K 0.04% 398
2023
Q4 		– Sell
-6,974
Closed -$211K – 298
2023
Q3 		$211K Buy
+6,974
New +$221K 0.1% 154

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return