Rothschild & Co Wealth Management (UK)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q3	–	Sell	-5,523	Closed	-$216K	–	27
2025 Q2	$216K	Sell	5,523 -350	-6%	-$12.7K	﹤0.01%	27
2025 Q1	$205K	Sell	5,873 -3,065	-34%	-$107K	﹤0.01%	27
2024 Q4	$298K	Hold	8,938	–	–	0.01%	31
2024 Q3	$325K	Hold	8,938	–	–	0.01%	31
2024 Q2	$300K	Hold	8,938	–	–	0.01%	32
2024 Q1	$288K	Hold	8,938	–	–	﹤0.01%	32
2023 Q4	$287K	Hold	8,938	–	–	﹤0.01%	32
2023 Q3	$271K	Hold	8,938	–	–	﹤0.01%	32
2023 Q2	$283K	Hold	8,938	–	–	0.01%	31
2023 Q1	$281K	Hold	8,938	–	–	0.01%	29
2022 Q4	$269K	Hold	8,938	–	–	0.01%	29
2022 Q3	$248K	Buy	8,938 +1,377	+18%	+$43K	0.01%	28
2022 Q2	$244K	Hold	7,561	–	–	0.01%	28
2022 Q1	$278K	Hold	7,561	–	–	0.01%	29
2021 Q4	$301K	Hold	7,561	–	–	0.01%	29
2021 Q3	$313K	Hold	7,561	–	–	0.01%	28
2021 Q2	$341K	Sell	7,561 -1,668	-18%	-$73.9K	0.01%	29
2021 Q1	$400K	Hold	9,229	–	–	0.01%	30
2020 Q4	$388K	Hold	9,229	–	–	0.01%	30
2020 Q3	$329K	Buy	9,229 +4,555	+97%	+$161K	0.01%	30
2020 Q2	$150K	Buy	+4,674	New	+$140K	﹤0.01%	34

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s ESGE Position: Q3 2025 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 5,523 shares — an estimated $216K sold.

Rothschild & Co Wealth Management (UK) first reported a position in ESGE in Q2 2020 and held it in 21 quarters. The position peaked at $400K in Q1 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

Rothschild & Co Wealth Management (UK) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 5,523 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $216K.
Rothschild & Co Wealth Management (UK) first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 21 quarters.
Rothschild & Co Wealth Management (UK)'s iShares ESG Aware MSCI EM ETF position peaked at $400K in Q1 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2025, filed 7 Nov 2025.