TD Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TD Capital 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 Q1	–	Sell	-435	Closed	-$14.5K	–	701
2024 Q4	$14.5K	Buy	435 +6	+1%	+$212	﹤0.01%	270
2024 Q3	$15.6K	Hold	429	–	–	﹤0.01%	266
2024 Q2	$14.4K	Buy	429 +4	+0.9%	+$132	﹤0.01%	261
2024 Q1	$13.7K	Hold	425	–	–	﹤0.01%	269
2023 Q4	$13.6K	Buy	425 +8	+2%	+$247	﹤0.01%	269
2023 Q3	$12.6K	Hold	417	–	–	﹤0.01%	268
2023 Q2	$13.2K	Buy	417 +3	+0.7%	+$94	﹤0.01%	261
2023 Q1	$13K	Hold	414	–	–	﹤0.01%	255
2022 Q4	$12.5K	Buy	414 +7	+2%	+$205	﹤0.01%	238
2022 Q3	$11K	Buy	+407	New	+$12.7K	﹤0.01%	231
2022 Q1	–	Sell	-403	Closed	-$16K	–	182
2021 Q4	$16K	Buy	403 +8	+2%	+$330	﹤0.01%	237
2021 Q3	$16K	Buy	+395	New	+$16.9K	﹤0.01%	224

Other funds holding ESGE

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TD Capital Management's ESGE Position: Q1 2025 in Review

TD Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 435 shares — an estimated $14.5K sold.

TD Capital Management first reported a position in ESGE in Q3 2021 and held it in 12 quarters. The position peaked at $16K in Q4 2021. 503 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

TD Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
TD Capital Management sold 435 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $14.5K.
TD Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 12 quarters.
TD Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $16K in Q4 2021.
503 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on TD Capital Management's 13F filing for Q1 2025, filed 14 May 2025.