WCM Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WCM Investment 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 Q2	–	Sell	-45,185	Closed	-$1.58M	–	243
2025 Q1	$1.58M	Hold	45,185	–	–	﹤0.01%	237
2024 Q4	$1.51M	Hold	45,185	–	–	﹤0.01%	244
2024 Q3	$1.67M	Sell	45,185 -19,427	-30%	-$663K	﹤0.01%	221
2024 Q2	$2.16M	Sell	64,612 -22,612	-26%	-$745K	0.01%	192
2024 Q1	$2.81M	Buy	87,224 +40,549	+87%	+$1.28M	0.01%	179
2023 Q4	$1.5M	Sell	46,675 -15,313	-25%	-$472K	﹤0.01%	189
2023 Q3	$1.88M	Hold	61,988	–	–	0.01%	181
2023 Q2	$1.96M	Buy	61,988 +9,250	+18%	+$290K	0.01%	189
2023 Q1	$1.66M	Sell	52,738 -47,262	-47%	-$1.5M	0.01%	191
2022 Q4	$3.01M	Buy	+100,000	New	+$2.93M	0.01%	175

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

WCM Investment Management's ESGE Position: Q2 2025 in Review

WCM Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 45,185 shares — an estimated $1.58M sold.

WCM Investment Management first reported a position in ESGE in Q4 2022 and held it in 10 quarters. The position peaked at $3.01M in Q4 2022. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

WCM Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
WCM Investment Management sold 45,185 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $1.58M.
WCM Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 10 quarters.
WCM Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $3.01M in Q4 2022.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.