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Summit X LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Summit X LLC’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
-5,272
Closed -$207K – 76
2025
Q2 		$207K Buy
+5,272
New +$191K 0.04% 246
2024
Q2 		– Sell
-6,649
Closed -$214K – 237
2024
Q1 		$214K Sell
6,649
-1,172
-15% -$36.9K 0.05% 192
2023
Q4 		$251K Sell
7,821
-1,449
-16% -$44.7K 0.07% 160
2023
Q3 		$281K Sell
9,270
-3,424
-27% -$108K 0.09% 138
2023
Q2 		$402K Sell
12,694
-2,062
-14% -$64.7K 0.1% 181
2023
Q1 		$465K Sell
14,756
-92,799
-86% -$2.94M 0.12% 160
2022
Q4 		$3.48M Buy
107,555
+22,457
+26% +$658K 1.01% 22
2022
Q3 		$2.35M Sell
85,098
-22,468
-21% -$701K 0.69% 30
2022
Q2 		$3.47M Sell
107,566
-41,402
-28% -$1.4M 1% 22
2022
Q1 		$5.47M Buy
148,968
+37,821
+34% +$1.45M 1.34% 18
2021
Q4 		$4.43M Sell
111,147
-9,218
-8% -$380K 1.03% 23
2021
Q3 		$4.99M Sell
120,365
-16,793
-12% -$718K 1.26% 19
2021
Q2 		$6.19M Buy
137,158
+13,604
+11% +$602K 1.56% 12
2021
Q1 		$5.38M Sell
123,554
-27,775
-18% -$1.24M 1.48% 14
2020
Q4 		$6.36M Buy
151,329
+23,286
+18% +$908K 1.87% 10
2020
Q3 		$26.3K Buy
128,043
+1,853
+1% +$65.6K 0.43% 39
2020
Q2 		$4.05M Buy
126,190
+40,494
+47% +$1.22M 1.5% 11
2020
Q1 		$2.33M Buy
+85,696
New +$2.83M 1.09% 21

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 $38.5B AUM 18.4% 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 $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $45.6B AUM 18.83% 1-Year Est. Return

Summit X LLC's ESGE Position: Q3 2025 in Review

Summit X LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 5,272 shares — an estimated $207K sold.

Summit X LLC first reported a position in ESGE in Q1 2020 and held it in 18 quarters. The position peaked at $6.36M in Q4 2020. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Summit X LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 5,272 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $207K.
  • Summit X LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 18 quarters.
  • Summit X LLC's iShares ESG Aware MSCI EM ETF position peaked at $6.36M in Q4 2020.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.