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

WrapManager Inc’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 		– Sell
-9,061
Closed -$355K – 172
2025
Q2 		$355K Sell
9,061
-1,745
-16% -$63.2K 0.09% 143
2025
Q1 		$378K Sell
10,806
-99,116
-90% -$3.45M 0.1% 131
2024
Q4 		$3.67M Sell
109,922
-25,134
-19% -$887K 0.94% 25
2024
Q3 		$4.92M Sell
135,056
-2,087
-2% -$71.3K 1.27% 18
2024
Q2 		$4.6M Buy
137,143
+3,186
+2% +$105K 1.27% 19
2024
Q1 		$4.32M Sell
133,957
-590
-0.4% -$18.6K 1.2% 19
2023
Q4 		$4.31M Sell
134,547
-15,066
-10% -$465K 1.27% 18
2023
Q3 		$4.53M Buy
149,613
+2,055
+1% +$65.1K 1.45% 17
2023
Q2 		$4.67M Sell
147,558
-602
-0.4% -$18.9K 1.43% 18
2023
Q1 		$4.66M Buy
148,160
+11,305
+8% +$358K 1.43% 18
2022
Q4 		$4.12M Sell
136,855
-11,412
-8% -$334K 1.32% 18
2022
Q3 		$4.1M Sell
148,267
-4,430
-3% -$138K 1.38% 18
2022
Q2 		$4.93M Buy
152,697
+1,163
+0.8% +$39.4K 1.54% 17
2022
Q1 		$5.57M Buy
151,534
+15,801
+12% +$607K 1.49% 16
2021
Q4 		$5.39M Buy
135,733
+941
+0.7% +$38.8K 1.35% 17
2021
Q3 		$5.59M Sell
134,792
-746
-0.6% -$31.9K 1.46% 16
2021
Q2 		$6.12M Buy
135,538
+1,186
+0.9% +$52.5K 1.58% 14
2021
Q1 		$5.82M Sell
134,352
-9,985
-7% -$444K 1.62% 14
2020
Q4 		$6.06M Buy
144,337
+8,414
+6% +$328K 1.77% 9
2020
Q3 		$4.84M Buy
135,923
+51,097
+60% +$1.81M 1.62% 12
2020
Q2 		$2.72M Buy
+84,826
New +$2.55M 1.01% 19

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $45.6B AUM 18.83% 1-Year Est. Return

WrapManager Inc's ESGE Position: Q3 2025 in Review

WrapManager Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2025, closing a stake of 9,061 shares — an estimated $355K sold.

WrapManager Inc first reported a position in ESGE in Q2 2020 and held it in 21 quarters. The position peaked at $6.12M in Q2 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • WrapManager Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 9,061 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $355K.
  • WrapManager Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 21 quarters.
  • WrapManager Inc's iShares ESG Aware MSCI EM ETF position peaked at $6.12M in Q2 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.