US Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

US Financial Advisors’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	$680K	Buy	19,452 +1,250	+7%	+$43.5K	0.2%	49
2024 Q4	$608K	Buy	18,202 +268	+1%	+$9.46K	0.19%	48
2024 Q3	$653K	Sell	17,934 -1,689	-9%	-$57.7K	0.2%	48
2024 Q2	$658K	Sell	19,623 -178	-0.9%	-$5.86K	0.22%	48
2024 Q1	$638K	Buy	19,801 +1,115	+6%	+$35.1K	0.22%	45
2023 Q4	$599K	Buy	18,686 +1,476	+9%	+$45.5K	0.22%	46
2023 Q3	$521K	Buy	17,210 +1,463	+9%	+$46.3K	0.22%	48
2023 Q2	$498K	Sell	15,747 -30	-0.2%	-$941	0.21%	46
2023 Q1	$497K	Buy	15,777 +717	+5%	+$22.7K	0.22%	48
2022 Q4	$453K	Buy	+15,060	New	+$441K	0.23%	47

Other funds holding ESGE

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

US Financial Advisors's ESGE Position: Q1 2025 in Review

US Financial Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.9% in Q1 2025, buying an estimated $43.5K and bringing the position to 19,452 shares worth $680K. The position accounts for 0.2% of the portfolio, ranked #49.

US Financial Advisors first reported a position in ESGE in Q4 2022 and has held it in 10 quarters since. 499 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

US Financial Advisors held 19,452 shares of iShares ESG Aware MSCI EM ETF worth $680K as of Q1 2025.
US Financial Advisors bought 1,250 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $43.5K.
iShares ESG Aware MSCI EM ETF made up 0.2% of US Financial Advisors's portfolio in Q1 2025, its #49 holding.
US Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 10 quarters since.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.