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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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