TFO
ESGE icon

Tarbox Family Office’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tarbox Family Office’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
-7,399
Closed -$321K – 111
2025
Q3 		$321K Hold
7,399
– – 0.05% 98
2025
Q2 		$290K Hold
7,399
– – 0.04% 100
2025
Q1 		$259K Sell
7,399
-588
-7% -$20.5K 0.04% 102
2024
Q4 		$267K Buy
7,987
+61
+0.8% +$2.15K 0.04% 100
2024
Q3 		$289K Hold
7,926
– – 0.05% 93
2024
Q2 		$266K Buy
7,926
+1,138
+17% +$37.5K 0.05% 94
2024
Q1 		$219K Hold
6,788
– – 0.04% 98
2023
Q4 		$218K Sell
6,788
-164
-2% -$5.06K 0.04% 94
2023
Q3 		$211K Sell
6,952
-6,504
-48% -$206K 0.04% 97
2023
Q2 		$426K Buy
13,456
+355
+3% +$11.1K 0.08% 70
2023
Q1 		$412K Buy
13,101
+984
+8% +$31.2K 0.08% 64
2022
Q4 		$364K Buy
12,117
+2,229
+23% +$65.3K 0.08% 70
2022
Q3 		$319K Sell
9,888
-180
-2% -$5.62K 0.08% 71
2022
Q2 		$325K Buy
10,068
+180
+2% +$6.1K 0.07% 83
2022
Q1 		$363K Sell
9,888
-270
-3% -$10.4K 0.07% 70
2021
Q4 		$404K Hold
10,158
– – 0.07% 91
2021
Q3 		$421K Buy
10,158
+1,249
+14% +$53.4K 0.08% 89
2021
Q2 		$402K Hold
8,909
– – 0.07% 95
2021
Q1 		$386K Buy
8,909
+2,171
+32% +$96.5K 0.08% 91
2020
Q4 		$283K Hold
6,738
– – 0.06% 102
2020
Q3 		$240K Hold
6,738
– – 0.06% 104
2020
Q2 		$216K Buy
6,738
+230
+4% +$6.91K 0.06% 106
2020
Q1 		$178K Buy
6,508
+5,785
+800% +$191K 0.06% 109
2019
Q4 		$26K Hold
723
– – 0.01% 251
2019
Q3 		$24K Hold
723
– – 0.01% 233
2019
Q2 		$25K Hold
723
– – 0.01% 225
2019
Q1 		$25K Hold
723
– – 0.01% 203
2018
Q4 		$22K Buy
+723
New +$22.7K 0.01% 208

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
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
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

Tarbox Family Office's ESGE Position: Q4 2025 in Review

Tarbox Family Office sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 7,399 shares — an estimated $321K sold.

Tarbox Family Office first reported a position in ESGE in Q4 2018 and held it in 28 quarters. The position peaked at $426K in Q2 2023. 590 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Tarbox Family Office reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Tarbox Family Office sold 7,399 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $321K.
  • Tarbox Family Office first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 28 quarters.
  • Tarbox Family Office's iShares ESG Aware MSCI EM ETF position peaked at $426K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.