Sound Income Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sound Income Strategies’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	-1,818	Closed	-$79.6K	–	2528
2025 Q3	$79.6K	Sell	1,818 -78	-4%	-$3.18K	﹤0.01%	452
2025 Q2	$74.3K	Buy	1,896 +78	+4%	+$2.82K	﹤0.01%	443
2025 Q1	$63.5K	Hold	1,818	–	–	﹤0.01%	460
2024 Q4	$60.7K	Hold	1,818	–	–	﹤0.01%	427
2024 Q3	$66.2K	Hold	1,818	–	–	﹤0.01%	403
2024 Q2	$61K	Hold	1,818	–	–	﹤0.01%	401
2024 Q1	$58.6K	Hold	1,818	–	–	﹤0.01%	395
2023 Q4	$58.3K	Buy	+1,818	New	+$56.1K	﹤0.01%	372
2022 Q4	–	Sell	-27	Closed	-$1K	–	994
2022 Q3	$1K	Buy	+27	New	+$842	﹤0.01%	779
2019 Q2	–	Sell	-540	Closed	-$18K	–	687
2019 Q1	$18K	Hold	540	–	–	0.01%	241
2018 Q4	$17K	Hold	540	–	–	0.01%	255
2018 Q3	$18K	Hold	540	–	–	0.01%	254
2018 Q2	$18K	Hold	540	–	–	0.01%	226
2018 Q1	$20K	Buy	+540	New	+$20.8K	0.01%	195

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 $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Sound Income Strategies's ESGE Position: Q4 2025 in Review

Sound Income Strategies sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 1,818 shares — an estimated $79.6K sold.

Sound Income Strategies first reported a position in ESGE in Q1 2018 and held it in 14 quarters. The position peaked at $79.6K in Q3 2025. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

Sound Income Strategies reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
Sound Income Strategies sold 1,818 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $79.6K.
Sound Income Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 14 quarters.
Sound Income Strategies's iShares ESG Aware MSCI EM ETF position peaked at $79.6K in Q3 2025.
591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.