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Advisory Solutions Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advisory Solutions Group’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
Q3 		$614K Sell
11,330
-229
-2% -$12.2K 0.13% 144
2026
Q2 		$632K Buy
+11,559
New +$604K 0.21% 97

Other funds holding ESGE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Advisory Solutions Group's ESGE Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q3 2026, selling an estimated $12.2K and leaving 11,330 shares worth $614K. The position accounts for 0.13% of the portfolio, ranked #144.

Advisory Solutions Group first reported a position in ESGE in Q2 2026 and has held it in 2 quarters since. The position peaked at $632K in Q2 2026. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Advisory Solutions Group held 11,330 shares of iShares ESG Aware MSCI EM ETF worth $614K as of Q3 2026.
  • Advisory Solutions Group sold 229 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $12.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #144 holding.
  • Advisory Solutions Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares ESG Aware MSCI EM ETF position peaked at $632K in Q2 2026.
  • 582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.