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

Rise 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	-111	Closed	-$3.71K	–	1520
2024 Q4	$3.71K	Buy	111 +2	+2%	+$71	﹤0.01%	1060
2024 Q3	$3.98K	Hold	109	–	–	﹤0.01%	1094
2024 Q2	$3.67K	Hold	109	–	–	﹤0.01%	1093
2024 Q1	$3.5K	Hold	109	–	–	﹤0.01%	1108
2023 Q4	$3.48K	Buy	109 +3	+3%	+$93	﹤0.01%	418
2023 Q3	$3.22K	Hold	106	–	–	﹤0.01%	415
2023 Q2	$3.37K	Hold	106	–	–	﹤0.01%	453
2023 Q1	$3.33K	Hold	106	–	–	﹤0.01%	507
2022 Q4	$3.18K	Buy	106 +2	+2%	+$59	﹤0.01%	501
2022 Q3	$3K	Hold	104	–	–	﹤0.01%	494
2022 Q2	$3K	Buy	104 +1	+1%	+$34	﹤0.01%	501
2022 Q1	$4K	Hold	103	–	–	﹤0.01%	446
2021 Q4	$4.09K	Buy	+103	New	+$4.25K	﹤0.01%	432

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 22.9% 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

Rise Advisors's ESGE Position: Q1 2025 in Review

Rise Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 111 shares — an estimated $3.71K sold.

Rise Advisors first reported a position in ESGE in Q4 2021 and held it in 13 quarters. The position peaked at $4.09K in Q4 2021. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

Rise Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 111 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $3.71K.
Rise Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares ESG Aware MSCI EM ETF position peaked at $4.09K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.