Wharton Business Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wharton Business Group’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	-4,895	Closed	-$213K	–	144
2025 Q3	$213K	Buy	+4,895	New	+$200K	0.01%	134
2025 Q2	–	Sell	-5,975	Closed	-$209K	–	141
2025 Q1	$209K	Sell	5,975 -7,890	-57%	-$275K	0.01%	131
2024 Q4	$463K	Sell	13,865 -2,125	-13%	-$75K	0.02%	100
2024 Q3	$582K	Hold	15,990	–	–	0.03%	94
2024 Q2	$536K	Hold	15,990	–	–	0.03%	94
2024 Q1	$515K	Sell	15,990 -235	-1%	-$7.4K	0.02%	93
2023 Q4	$520K	Hold	16,225	–	–	0.03%	90
2023 Q3	$491K	Sell	16,225 -1,285	-7%	-$40.7K	0.03%	95
2023 Q2	$554K	Buy	17,510 +990	+6%	+$31.1K	0.04%	85
2023 Q1	$520K	Buy	16,520 +1,620	+11%	+$51.3K	0.03%	90
2022 Q4	$448K	Buy	14,900 +3,525	+31%	+$103K	0.03%	98
2022 Q3	$314K	Buy	11,375 +5,050	+80%	+$158K	0.02%	108
2022 Q2	$204K	Buy	+6,325	New	+$214K	0.01%	126

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wharton Business Group's ESGE Position: Q4 2025 in Review

Wharton Business Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2025, closing a stake of 4,895 shares — an estimated $213K sold.

Wharton Business Group first reported a position in ESGE in Q2 2022 and held it in 13 quarters. The position peaked at $582K in Q3 2024. 591 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

Wharton Business Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2025 after selling out during the quarter.
Wharton Business Group sold 4,895 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $213K.
Wharton Business Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 13 quarters.
Wharton Business Group's iShares ESG Aware MSCI EM ETF position peaked at $582K in Q3 2024.
591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on Wharton Business Group's 13F filing for Q4 2025, filed 11 Feb 2026.