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Stonebridge Financial Group (Pennsylvania)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-4,508
Closed -$158K – 447
2025
Q1 		$158K Sell
4,508
-448
-9% -$15.6K 0.02% 243
2024
Q4 		$165K Buy
+4,956
New +$175K 0.02% 239

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Stonebridge Financial Group (Pennsylvania)'s ESGE Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 4,508 shares — an estimated $158K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ESGE in Q4 2024 and held it in 2 quarters. The position peaked at $165K in Q4 2024. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 4,508 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $158K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares ESG Aware MSCI EM ETF position peaked at $165K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.