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Salem Investment Counselors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-733
Closed -$31.8K – 624
2025
Q3 		$31.8K Buy
+733
New +$29.9K ﹤0.01% 678
2023
Q3 		– Sell
-39
Closed -$1.23K – 1132
2023
Q2 		$1.23K Buy
+39
New +$1.22K ﹤0.01% 1048
2021
Q2 		– Sell
-2
Closed – – 923
2021
Q1 		$0 Buy
+2
New +$89 ﹤0.01% 872

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Salem Investment Counselors's ESGE Position: Q4 2025 in Review

Salem Investment Counselors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 733 shares — an estimated $31.8K sold.

Salem Investment Counselors first reported a position in ESGE in Q1 2021 and held it in 3 quarters. The position peaked at $31.8K in Q3 2025. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Salem Investment Counselors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 733 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $31.8K.
  • Salem Investment Counselors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 3 quarters.
  • Salem Investment Counselors's iShares ESG Aware MSCI EM ETF position peaked at $31.8K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.