Aaron Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Aaron Wealth Advisors’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	$340K	Sell	6,219 -404	-6%	-$21.1K	0.02%	540
2026 Q1	$301K	Sell	6,623 -2	-0%	-$95	0.02%	556
2025 Q4	$293K	Sell	6,625 -1,514	-19%	-$66.8K	0.02%	574
2025 Q3	$353K	Buy	8,139 +489	+6%	+$19.9K	0.02%	494
2025 Q2	$300K	Buy	7,650 +47	+0.6%	+$1.7K	0.03%	358
2025 Q1	$266K	Sell	7,603 -807	-10%	-$28.1K	0.03%	360
2024 Q4	$281K	Buy	8,410 +86	+1%	+$3.03K	0.03%	331
2024 Q3	$303K	Hold	8,324	–	–	0.04%	303
2024 Q2	$279K	Sell	8,324 -1,145	-12%	-$37.7K	0.04%	249
2024 Q1	$305K	Buy	+9,469	New	+$298K	0.04%	219
2022 Q4	–	Sell	-7,591	Closed	-$210K	–	250
2022 Q3	$210K	Sell	7,591 -4,740	-38%	-$148K	0.04%	204
2022 Q2	$398K	Buy	12,331 +2,005	+19%	+$68K	0.1%	119
2022 Q1	$379K	Buy	10,326 +47	+0.5%	+$1.8K	0.09%	134
2021 Q4	$408K	Buy	10,279 +245	+2%	+$10.1K	0.11%	118
2021 Q3	$415K	Hold	10,034	–	–	0.12%	103
2021 Q2	$453K	Buy	10,034 +4,740	+90%	+$210K	0.15%	97
2021 Q1	$229K	Buy	+5,294	New	+$235K	0.08%	137

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

Aaron Wealth Advisors's ESGE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.1% in Q2 2026, selling an estimated $21.1K and leaving 6,219 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #540.

Aaron Wealth Advisors first reported a position in ESGE in Q1 2021 and has held it in 17 quarters since. The position peaked at $453K in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Aaron Wealth Advisors held 6,219 shares of iShares ESG Aware MSCI EM ETF worth $340K as of Q2 2026.
Aaron Wealth Advisors sold 404 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $21.1K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #540 holding.
Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 17 quarters since.
Aaron Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $453K in Q2 2021.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.