1ST Source Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

1ST Source Bank’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	$239K	Sell	4,364 -58	-1%	-$3.03K	0.01%	267
2026 Q1	$201K	Buy	+4,422	New	+$209K	0.01%	284
2022 Q2	–	Sell	-5,901	Closed	-$217K	–	254
2022 Q1	$217K	Buy	+5,901	New	+$227K	0.01%	255
2021 Q4	–	Sell	-5,045	Closed	-$209K	–	268
2021 Q3	$209K	Buy	5,045 +184	+4%	+$7.86K	0.01%	252
2021 Q2	$219K	Buy	4,861 +242	+5%	+$10.7K	0.01%	253
2021 Q1	$200K	Buy	+4,619	New	+$205K	0.01%	254

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

1ST Source Bank's ESGE Position: Q2 2026 in Review

1ST Source Bank reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.3% in Q2 2026, selling an estimated $3.03K and leaving 4,364 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #267.

1ST Source Bank first reported a position in ESGE in Q1 2021 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

1ST Source Bank held 4,364 shares of iShares ESG Aware MSCI EM ETF worth $239K as of Q2 2026.
1ST Source Bank sold 58 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.03K.
iShares ESG Aware MSCI EM ETF made up 0.01% of 1ST Source Bank's portfolio in Q2 2026, its #267 holding.
1ST Source Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 6 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.