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

Tucker 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	$574	Buy	+13	New	+$573	﹤0.01%	981
2025 Q3	–	Sell	-13	Closed	-$509	–	318
2025 Q2	$509	Buy	+13	New	+$471	﹤0.01%	290
2025 Q1	–	Sell	-83	Closed	-$2.77K	–	498
2024 Q4	$2.77K	Sell	83 -7	-8%	-$247	﹤0.01%	1145
2024 Q3	$3.28K	Sell	90 -28	-24%	-$956	﹤0.01%	1043
2024 Q2	$3.96K	Sell	118 -13	-10%	-$428	﹤0.01%	1139
2024 Q1	$4.22K	Hold	131	–	–	﹤0.01%	1137
2023 Q4	$4.2K	Hold	131	–	–	﹤0.01%	948
2023 Q3	$3.97K	Hold	131	–	–	﹤0.01%	883
2023 Q2	$4.14K	Hold	131	–	–	﹤0.01%	716
2023 Q1	$4.12K	Sell	131 -8	-6%	-$254	﹤0.01%	747
2022 Q4	$4.24K	Buy	139 +26	+23%	+$762	﹤0.01%	467
2022 Q3	$3.08K	Sell	113 -274	-71%	-$8.55K	﹤0.01%	508
2022 Q2	$12.5K	Sell	387 -325	-46%	-$11K	﹤0.01%	223
2022 Q1	$26.2K	Buy	712 +607	+578%	+$23.3K	0.01%	128
2021 Q4	$4.18K	Hold	105	–	–	﹤0.01%	323
2021 Q3	$4.4K	Hold	105	–	–	﹤0.01%	259
2021 Q2	$4.74K	Hold	105	–	–	﹤0.01%	238
2021 Q1	$4.55K	Buy	105 +70	+200%	+$3.11K	﹤0.01%	231
2020 Q4	$1.47K	Buy	+35	New	+$1.36K	﹤0.01%	287

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Tucker Asset Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025: 13 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in ESGE as recently as Q2 2025.

Tucker Asset Management first reported a position in ESGE in Q4 2020 and has held it in 19 quarters since. The position peaked at $26.2K in Q1 2022. 589 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

Tucker Asset Management held 13 shares of iShares ESG Aware MSCI EM ETF worth $574 as of Q4 2025.
iShares ESG Aware MSCI EM ETF was a new Tucker Asset Management position in Q4 2025.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #981 holding.
Tucker Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 19 quarters since.
Tucker Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $26.2K in Q1 2022.
589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.