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A&I Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

A&I Financial 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 		$684K Sell
12,506
-396
-3% -$20.7K 0.3% 47
2026
Q1 		$587K Sell
12,902
-1,129
-8% -$53.4K 0.28% 50
2025
Q4 		$620K Buy
14,031
+172
+1% +$7.58K 0.29% 47
2025
Q3 		$607K Sell
13,859
-246
-2% -$10K 0.3% 43
2025
Q2 		$552K Buy
14,105
+541
+4% +$19.6K 0.31% 42
2025
Q1 		$474K Buy
13,564
+1,107
+9% +$38.5K 0.32% 46
2024
Q4 		$416K Buy
+12,457
New +$440K 0.41% 43

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

A&I Financial Services's ESGE Position: Q2 2026 in Review

A&I Financial Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.1% in Q2 2026, selling an estimated $20.7K and leaving 12,506 shares worth $684K. The position accounts for 0.3% of the portfolio, ranked #47.

A&I Financial Services first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • A&I Financial Services held 12,506 shares of iShares ESG Aware MSCI EM ETF worth $684K as of Q2 2026.
  • A&I Financial Services sold 396 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $20.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.3% of A&I Financial Services's portfolio in Q2 2026, its #47 holding.
  • A&I Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.