Advisory Services Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advisory Services Network’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 Q1	$2.79M	Sell	61,251 -11,625	-16%	-$550K	0.04%	513
2025 Q4	$3.22M	Buy	72,876 +5,135	+8%	+$226K	0.05%	437
2025 Q3	$2.94M	Buy	67,741 +1,602	+2%	+$65.4K	0.04%	439
2025 Q2	$2.61M	Sell	66,139 -3,170	-5%	-$115K	0.04%	460
2025 Q1	$2.42M	Buy	69,309 +873	+1%	+$30.4K	0.05%	443
2024 Q4	$2.29M	Buy	68,436 +7,481	+12%	+$264K	0.04%	461
2024 Q3	$2.04M	Hold	60,955	–	–	0.04%	464
2024 Q2	$2.04M	Sell	60,955 -16,653	-21%	-$549K	0.04%	464
2024 Q1	$2.5M	Sell	77,608 -1,120	-1%	-$35.3K	0.06%	387
2023 Q4	$2.52M	Sell	78,728 -13,730	-15%	-$424K	0.06%	369
2023 Q3	$2.8M	Sell	92,458 -11,582	-11%	-$367K	0.08%	306
2023 Q2	$3.29M	Sell	104,040 -14,431	-12%	-$453K	0.09%	273
2023 Q1	$3.73M	Buy	118,471 +44,139	+59%	+$1.4M	0.1%	234
2022 Q4	$2.24M	Sell	74,332 -7,822	-10%	-$229K	0.07%	339
2022 Q3	$2.27M	Sell	82,154 -7,100	-8%	-$221K	0.08%	296
2022 Q2	$2.88M	Sell	89,254 -103,940	-54%	-$3.52M	0.1%	245
2022 Q1	$7.09M	Buy	193,194 +11,275	+6%	+$433K	0.21%	97
2021 Q4	$7.23M	Sell	181,919 -4,620	-2%	-$190K	0.21%	102
2021 Q3	$7.73M	Sell	186,539 -23,418	-11%	-$1M	0.25%	85
2021 Q2	$9.48M	Buy	209,957 +90,377	+76%	+$4M	0.3%	55
2021 Q1	$5.18M	Sell	119,580 -7,242	-6%	-$322K	0.19%	124
2020 Q4	$5.32M	Buy	126,822 +16,853	+15%	+$657K	0.21%	109
2020 Q3	$3.92M	Buy	109,969 +31,017	+39%	+$1.1M	0.18%	137
2020 Q2	$2.53M	Buy	78,952 +26,340	+50%	+$791K	0.14%	188
2020 Q1	$1.44M	Buy	52,612 +31,219	+146%	+$1.03M	0.09%	272
2019 Q4	$769K	Buy	21,393 +18,693	+692%	+$641K	0.04%	497
2019 Q3	$92K	Hold	2,700	–	–	0.01%	1104
2019 Q2	$92K	Hold	2,700	–	–	0.01%	1102
2019 Q1	$92K	Hold	2,700	–	–	0.01%	1018
2018 Q4	$83K	Buy	+2,700	New	+$84.9K	0.01%	968
2018 Q3	–	Sell	-80	Closed	-$3K	–	2529
2018 Q2	$3K	Buy	+80	New	+$2.89K	﹤0.01%	2174

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Advisory Services Network's ESGE Position: Q1 2026 in Review

Advisory Services Network reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q1 2026, selling an estimated $550K and leaving 61,251 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #513.

Advisory Services Network first reported a position in ESGE in Q2 2018 and has held it in 31 quarters since. The position peaked at $9.48M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Advisory Services Network held 61,251 shares of iShares ESG Aware MSCI EM ETF worth $2.79M as of Q1 2026.
Advisory Services Network sold 11,625 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $550K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Advisory Services Network's portfolio in Q1 2026, its #513 holding.
Advisory Services Network first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 31 quarters since.
Advisory Services Network's iShares ESG Aware MSCI EM ETF position peaked at $9.48M in Q2 2021.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.