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

PSI 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 Q1	–	Sell	-147	Closed	-$4.88K	–	799
2024 Q4	$4.88K	Buy	147 +3	+2%	+$106	﹤0.01%	629
2024 Q3	$5.24K	Hold	144	–	–	﹤0.01%	650
2024 Q2	$4.82K	Buy	144 +1	+0.7%	+$33	﹤0.01%	645
2024 Q1	$4.6K	Hold	143	–	–	﹤0.01%	601
2023 Q4	$4.58K	Buy	143 +63	+79%	+$1.94K	﹤0.01%	644
2023 Q3	$2.42K	Buy	+80	New	+$2.53K	﹤0.01%	675
2023 Q2	–	Sell	-36	Closed	-$1.13K	–	860
2023 Q1	$1.13K	Hold	36	–	–	﹤0.01%	657
2022 Q4	$1.08K	Hold	36	–	–	﹤0.01%	658
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	682
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	714
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	663
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	707
2021 Q3	$1K	Buy	+36	New	+$1.54K	﹤0.01%	684

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PSI Advisors's ESGE Position: Q1 2025 in Review

PSI Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 147 shares — an estimated $4.88K sold.

PSI Advisors first reported a position in ESGE in Q3 2021 and held it in 13 quarters. The position peaked at $5.24K in Q3 2024. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

PSI Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 147 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $4.88K.
PSI Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 13 quarters.
PSI Advisors's iShares ESG Aware MSCI EM ETF position peaked at $5.24K in Q3 2024.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.