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Synergy Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Synergy Asset Management’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
Q4 		– Sell
-58,212
Closed -$2.53M – 248
2025
Q3 		$2.53M Buy
+58,212
New +$2.37M 0.09% 118
2025
Q2 		– Sell
-73,145
Closed -$2.56M – 200
2025
Q1 		$2.56M Buy
73,145
+72,871
+26,595% +$2.54M 0.32% 59
2024
Q4 		$9.98K Buy
+274
New +$9.67K ﹤0.01% 472

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Synergy Asset Management's ESGE Position: Q4 2025 in Review

Synergy Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 58,212 shares — an estimated $2.53M sold.

Synergy Asset Management first reported a position in ESGE in Q4 2024 and held it in 3 quarters. The position peaked at $2.56M in Q1 2025. 595 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Synergy Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 58,212 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $2.53M.
  • Synergy Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $2.56M in Q1 2025.
  • 595 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.