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3Chopt Investment Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

3Chopt Investment Partners’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 		$602 Hold
11
– – ﹤0.01% 274
2026
Q1 		$500 Hold
11
– – ﹤0.01% 240
2025
Q4 		$486 Hold
11
– – ﹤0.01% 231
2025
Q3 		$478 Hold
11
– – ﹤0.01% 230
2025
Q2 		$431 Buy
+11
New +$398 ﹤0.01% 226

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

3Chopt Investment Partners's ESGE Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 11 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #274.

3Chopt Investment Partners first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • 3Chopt Investment Partners held 11 shares of iShares ESG Aware MSCI EM ETF worth $602 as of Q2 2026.
  • 3Chopt Investment Partners 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 3Chopt Investment Partners's portfolio in Q2 2026, its #274 holding.
  • 3Chopt Investment Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.