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Rothschild Investment LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rothschild Investment LLC’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
-141
Closed -$4.71K – 3042
2024
Q4 		$4.71K Hold
141
– – ﹤0.01% 1363
2024
Q3 		$5.13K Hold
141
– – ﹤0.01% 1284
2024
Q2 		$4.73K Hold
141
– – ﹤0.01% 1217
2024
Q1 		$4.54K Hold
141
– – ﹤0.01% 1146
2023
Q4 		$4.52K Buy
+141
New +$4.35K ﹤0.01% 1096

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild Investment LLC's ESGE Position: Q1 2025 in Review

Rothschild Investment LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 141 shares — an estimated $4.71K sold.

Rothschild Investment LLC first reported a position in ESGE in Q4 2023 and held it in 5 quarters. The position peaked at $5.13K in Q3 2024. 498 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Rothschild Investment LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 141 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $4.71K.
  • Rothschild Investment LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 5 quarters.
  • Rothschild Investment LLC's iShares ESG Aware MSCI EM ETF position peaked at $5.13K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.