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Principal Securities’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Principal Securities’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 		– Sell
-1,435
Closed -$62.3K – 1995
2025
Q3 		$62.3K Buy
1,435
+112
+8% +$4.57K ﹤0.01% 1843
2025
Q2 		$51.8K Sell
1,323
-76
-5% -$2.75K ﹤0.01% 1857
2025
Q1 		$46.7K Hold
1,399
– – ﹤0.01% 1780
2024
Q4 		$46.7K Sell
1,399
-38
-3% -$1.34K ﹤0.01% 1779
2024
Q3 		$52.3K Sell
1,437
-44
-3% -$1.5K ﹤0.01% 1672
2024
Q2 		$49.7K Sell
1,481
-1,308
-47% -$43.1K ﹤0.01% 1629
2024
Q1 		$89.9K Sell
2,789
-1,437
-34% -$45.3K ﹤0.01% 1321
2023
Q4 		$135K Buy
+4,226
New +$130K 0.01% 1082

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
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 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Principal Securities's ESGE Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 1,435 shares — an estimated $62.3K sold.

Principal Securities first reported a position in ESGE in Q4 2023 and held it in 8 quarters. The position peaked at $135K in Q4 2023. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,435 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $62.3K.
  • Principal Securities first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Aware MSCI EM ETF position peaked at $135K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.