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

SVB Wealth’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	-13,372	Closed	-$467K	–	872
2025 Q1	$467K	Hold	13,372	–	–	0.02%	219
2024 Q4	$446K	Buy	+13,372	New	+$472K	0.01%	446
2024 Q3	–	Sell	-11,056	Closed	-$371K	–	198
2024 Q2	$371K	Hold	11,056	–	–	0.01%	498
2024 Q1	$356K	Sell	11,056 -4,414	-29%	-$139K	0.01%	574
2023 Q4	$496K	Sell	15,470 -1,026	-6%	-$31.6K	0.01%	477
2023 Q3	$499K	Buy	16,496 +543	+3%	+$17.2K	0.01%	460
2023 Q2	$505K	Sell	15,953 -1,433	-8%	-$45K	0.01%	485
2023 Q1	$547K	Buy	17,386 +7,456	+75%	+$236K	0.01%	516
2022 Q4	$299K	Sell	9,930 -4,570	-32%	-$134K	﹤0.01%	747
2022 Q3	$401K	Hold	14,500	–	–	0.01%	582
2022 Q2	$468K	Buy	14,500 +7,000	+93%	+$237K	0.01%	459
2022 Q1	$275K	Buy	+7,500	New	+$288K	﹤0.01%	611

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $6.26B AUM 22.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's ESGE Position: Q2 2025 in Review

SVB Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 13,372 shares — an estimated $467K sold.

SVB Wealth first reported a position in ESGE in Q1 2022 and held it in 12 quarters. The position peaked at $547K in Q1 2023. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

SVB Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 13,372 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $467K.
SVB Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 12 quarters.
SVB Wealth's iShares ESG Aware MSCI EM ETF position peaked at $547K in Q1 2023.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.