Vontobel Holding
ESGE icon

Vontobel Holding’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Vontobel Holding’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
-16,275
Closed -$707K – 1462
2025
Q3 		$707K Sell
16,275
-266
-2% -$10.9K ﹤0.01% 831
2025
Q2 		$648K Hold
16,541
– – ﹤0.01% 823
2025
Q1 		$578K Sell
16,541
-1,949
-11% -$67.9K ﹤0.01% 743
2024
Q4 		$617K Buy
18,490
+96
+0.5% +$3.39K ﹤0.01% 734
2024
Q3 		$670K Buy
18,394
+1,170
+7% +$40K ﹤0.01% 702
2024
Q2 		$578K Sell
17,224
-3,994
-19% -$132K ﹤0.01% 732
2024
Q1 		$684K Buy
21,218
+2,649
+14% +$83.5K 0.01% 685
2023
Q4 		$595K Buy
18,569
+5,380
+41% +$166K 0.01% 753
2023
Q3 		$399K Buy
13,189
+51
+0.4% +$1.61K ﹤0.01% 825
2023
Q2 		$416K Buy
13,138
+1,135
+9% +$35.6K ﹤0.01% 833
2023
Q1 		$378K Sell
12,003
-380
-3% -$12K ﹤0.01% 835
2022
Q4 		$372K Sell
12,383
-251
-2% -$7.36K ﹤0.01% 835
2022
Q3 		$350K Buy
+12,634
New +$394K ﹤0.01% 816

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 $424B AUM 22.96% 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 $52B AUM 24.53% 1-Year Est. Return

Vontobel Holding's ESGE Position: Q4 2025 in Review

Vontobel Holding sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 16,275 shares — an estimated $707K sold.

Vontobel Holding first reported a position in ESGE in Q3 2022 and held it in 13 quarters. The position peaked at $707K in Q3 2025. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

  • Vontobel Holding reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
  • Vontobel Holding sold 16,275 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $707K.
  • Vontobel Holding first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 13 quarters.
  • Vontobel Holding's iShares ESG Aware MSCI EM ETF position peaked at $707K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Vontobel Holding's 13F filing for Q4 2025, filed 13 Feb 2026.