SWC
ESGE icon

Spectrum Wealth Counsel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Spectrum Wealth Counsel’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 		$49K Hold
1,403
– – 0.01% 176
2024
Q4 		$46.8K Buy
1,403
+35
+3% +$1.24K 0.01% 173
2024
Q3 		$49.8K Hold
1,368
– – 0.01% 173
2024
Q2 		$45.9K Buy
1,368
+61
+5% +$2.01K 0.01% 211
2024
Q1 		$42.1K Hold
1,307
– – 0.01% 219
2023
Q4 		$41.9K Buy
+1,307
New +$40.3K 0.01% 202

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

Spectrum Wealth Counsel's ESGE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2025 at 1,403 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #176.

Spectrum Wealth Counsel first reported a position in ESGE in Q4 2023 and has held it in 6 quarters since. The position peaked at $49.8K in Q3 2024. 498 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Spectrum Wealth Counsel held 1,403 shares of iShares ESG Aware MSCI EM ETF worth $49K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2025.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #176 holding.
  • Spectrum Wealth Counsel first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares ESG Aware MSCI EM ETF position peaked at $49.8K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.