Abound Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Abound Wealth Management’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	$5.49K	Hold	100	–	–	﹤0.01%	584
2026 Q1	$4.56K	Hold	100	–	–	﹤0.01%	750
2025 Q4	$4.43K	Buy	100 +82	+456%	+$3.62K	﹤0.01%	701
2025 Q3	$782	Buy	+18	New	+$734	﹤0.01%	889
2022 Q1	–	Sell	-352	Closed	-$14K	–	113
2021 Q4	$14K	Buy	+352	New	+$14.5K	0.01%	87

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

Abound Wealth Management's ESGE Position: Q2 2026 in Review

Abound Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 100 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Abound Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 5 quarters since. The position peaked at $14K in Q4 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Abound Wealth Management held 100 shares of iShares ESG Aware MSCI EM ETF worth $5.49K as of Q2 2026.
Abound Wealth Management 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 Abound Wealth Management's portfolio in Q2 2026, its #584 holding.
Abound Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 5 quarters since.
Abound Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $14K in Q4 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.