Willow Creek Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Willow Creek Wealth 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 Q3	$297K	Hold	6,838	–	–	0.02%	150
2025 Q2	$268K	Hold	6,838	–	–	0.02%	145
2025 Q1	$239K	Hold	6,838	–	–	0.02%	141
2024 Q4	$228K	Hold	6,838	–	–	0.02%	144
2024 Q3	$249K	Hold	6,838	–	–	0.03%	140
2024 Q2	$229K	Hold	6,838	–	–	0.03%	140
2024 Q1	$220K	Sell	6,838 -594	-8%	-$18.7K	0.03%	142
2023 Q4	$238K	Buy	+7,432	New	+$229K	0.03%	128
2022 Q3	–	Sell	-27,211	Closed	-$879K	–	124
2022 Q2	$879K	Buy	27,211 +1,346	+5%	+$45.6K	0.16%	56
2022 Q1	$950K	Sell	25,865 -8,870	-26%	-$341K	0.19%	47
2021 Q4	$1.38M	Buy	34,735 +28,884	+494%	+$1.19M	0.29%	38
2021 Q3	$242K	Hold	5,851	–	–	0.05%	100
2021 Q2	$264K	Hold	5,851	–	–	0.06%	94
2021 Q1	$253K	Hold	5,851	–	–	0.09%	84
2020 Q4	$246K	Hold	5,851	–	–	0.09%	78
2020 Q3	$208K	Buy	+5,851	New	+$207K	0.09%	80

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Willow Creek Wealth Management's ESGE Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2025 at 6,838 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #150.

Willow Creek Wealth Management first reported a position in ESGE in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.38M in Q4 2021. 534 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

Willow Creek Wealth Management held 6,838 shares of iShares ESG Aware MSCI EM ETF worth $297K as of Q3 2025.
Willow Creek Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2025.
iShares ESG Aware MSCI EM ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #150 holding.
Willow Creek Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 16 quarters since.
Willow Creek Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.38M in Q4 2021.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.