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Stephens Consulting’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stephens Consulting’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
-766
Closed -$30K – 643
2025
Q2 		$30K Sell
766
-12,162
-94% -$440K 0.01% 234
2025
Q1 		$452K Buy
12,928
+504
+4% +$17.6K 0.11% 60
2024
Q4 		$415K Buy
12,424
+2,134
+21% +$75.3K 0.1% 67
2024
Q3 		$375K Buy
10,290
+272
+3% +$9.29K 0.1% 71
2024
Q2 		$336K Buy
10,018
+1,202
+14% +$39.6K 0.1% 67
2024
Q1 		$284K Buy
8,816
+378
+4% +$11.9K 0.09% 70
2023
Q4 		$271K Sell
8,438
-1,450
-15% -$44.7K 0.09% 69
2023
Q3 		$299K Buy
9,888
+286
+3% +$9.06K 0.12% 61
2023
Q2 		$304K Buy
9,602
+1,474
+18% +$46.2K 0.12% 60
2023
Q1 		$256K Buy
8,128
+699
+9% +$22.2K 0.15% 66
2022
Q4 		$223K Buy
7,429
+3,109
+72% +$91.1K 0.15% 67
2022
Q3 		$120K Sell
4,320
-908
-17% -$28.3K 0.11% 91
2022
Q2 		$169K Buy
5,228
+673
+15% +$22.8K 0.14% 75
2022
Q1 		$167K Buy
4,555
+332
+8% +$12.7K 0.14% 88
2021
Q4 		$168K Buy
+4,223
New +$174K 0.14% 110

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Stephens Consulting's ESGE Position: Q3 2025 in Review

Stephens Consulting sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 766 shares — an estimated $30K sold.

Stephens Consulting first reported a position in ESGE in Q4 2021 and held it in 15 quarters. The position peaked at $452K in Q1 2025. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Stephens Consulting reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 766 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $30K.
  • Stephens Consulting first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 15 quarters.
  • Stephens Consulting's iShares ESG Aware MSCI EM ETF position peaked at $452K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.