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REDW Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

REDW Wealth’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
2024
Q4 		– Sell
-31,876
Closed -$1.16M – 120
2024
Q3 		$1.16M Sell
31,876
-847
-3% -$28.9K 0.3% 52
2024
Q2 		$1.1M Buy
32,723
+6
+0% +$198 0.29% 51
2024
Q1 		$1.05M Hold
32,717
– – 0.28% 49
2023
Q4 		$1.05M Buy
32,717
+1,001
+3% +$30.9K 0.3% 46
2023
Q3 		$960K Buy
31,716
+72
+0.2% +$2.28K 0.3% 48
2023
Q2 		$1M Buy
31,644
+2,496
+9% +$78.3K 0.3% 48
2023
Q1 		$918K Buy
29,148
+5,486
+23% +$174K 0.29% 49
2022
Q4 		$712K Buy
23,662
+7,329
+45% +$215K 0.25% 54
2022
Q3 		$452K Sell
16,333
-77
-0.5% -$2.4K 0.17% 74
2022
Q2 		$530K Buy
16,410
+82
+0.5% +$2.78K 0.19% 60
2022
Q1 		$600K Buy
16,328
+1,770
+12% +$68K 0.18% 56
2021
Q4 		$579K Buy
14,558
+12
+0.1% +$495 0.17% 56
2021
Q3 		$603K Hold
14,546
– – 0.19% 53
2021
Q2 		$657K Hold
14,546
– – 0.21% 49
2021
Q1 		$630K Buy
14,546
+1,067
+8% +$47.5K 0.21% 48
2020
Q4 		$566K Buy
13,479
+2,508
+23% +$97.8K 0.21% 47
2020
Q3 		$391K Hold
10,971
– – 0.16% 53
2020
Q2 		$352K Buy
10,971
+575
+6% +$17.3K 0.17% 53
2020
Q1 		$285K Buy
+10,396
New +$343K 0.18% 52

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

REDW Wealth's ESGE Position: Q4 2024 in Review

REDW Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2024, closing a stake of 31,876 shares — an estimated $1.16M sold.

REDW Wealth first reported a position in ESGE in Q1 2020 and held it in 19 quarters. The position peaked at $1.16M in Q3 2024. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • REDW Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 31,876 iShares ESG Aware MSCI EM ETF shares in Q4 2024, an estimated $1.16M.
  • REDW Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 19 quarters.
  • REDW Wealth's iShares ESG Aware MSCI EM ETF position peaked at $1.16M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.