1 North Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

1 North Wealth Services’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
2026 Q2	$7.93K	Hold	145	–	–	﹤0.01%	198
2026 Q1	$6.59K	Hold	145	–	–	﹤0.01%	182
2025 Q4	$6.41K	Hold	145	–	–	﹤0.01%	190
2025 Q3	$6.3K	Hold	145	–	–	﹤0.01%	179
2025 Q2	$5.68K	Hold	145	–	–	﹤0.01%	182
2025 Q1	$5.07K	Buy	+145	New	+$5.05K	﹤0.01%	186

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1 North Wealth Services's ESGE Position: Q2 2026 in Review

1 North Wealth Services held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 145 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

1 North Wealth Services first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

1 North Wealth Services held 145 shares of iShares ESG Aware MSCI EM ETF worth $7.93K as of Q2 2026.
1 North Wealth Services left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #198 holding.
1 North Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.