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

AE 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 		$460K Buy
8,404
+554
+7% +$29K ﹤0.01% 1259
2026
Q1 		$357K Buy
7,850
+1,273
+19% +$60.2K ﹤0.01% 1285
2025
Q4 		$291K Buy
6,577
+2,018
+44% +$89K ﹤0.01% 1325
2025
Q3 		$198K Buy
4,559
+867
+23% +$35.4K ﹤0.01% 1407
2025
Q2 		$145K Sell
3,692
-2,889
-44% -$105K ﹤0.01% 1386
2025
Q1 		$230K Sell
6,581
-783
-11% -$27.3K ﹤0.01% 1219
2024
Q4 		$246K Sell
7,364
-738
-9% -$26K ﹤0.01% 1183
2024
Q3 		$295K Sell
8,102
-169
-2% -$5.77K ﹤0.01% 1035
2024
Q2 		$277K Buy
8,271
+608
+8% +$20K ﹤0.01% 1056
2024
Q1 		$247K Sell
7,663
-7,089
-48% -$223K ﹤0.01% 1027
2023
Q4 		$456K Sell
14,752
-9,062
-38% -$280K ﹤0.01% 1489
2023
Q3 		$721K Sell
23,814
-6,466
-21% -$205K ﹤0.01% 1222
2023
Q2 		$958K Sell
30,280
-841
-3% -$26.4K 0.01% 1105
2023
Q1 		$980K Buy
31,121
+5,321
+21% +$169K 0.01% 1055
2022
Q4 		$776K Sell
25,800
-11,691
-31% -$343K 0.01% 1099
2022
Q3 		$1.04M Sell
37,491
-985
-3% -$30.7K 0.01% 927
2022
Q2 		$1.24M Sell
38,476
-83,232
-68% -$2.82M 0.01% 819
2022
Q1 		$4.47M Sell
121,708
-2,815
-2% -$108K 0.03% 472
2021
Q4 		$4.95M Sell
124,523
-39,590
-24% -$1.63M 0.03% 418
2021
Q3 		$6.8M Sell
164,113
-57,508
-26% -$2.46M 0.06% 311
2021
Q2 		$10M Buy
221,621
+28,657
+15% +$1.27M 0.09% 223
2021
Q1 		$8.36M Sell
192,964
-56,104
-23% -$2.5M 0.08% 230
2020
Q4 		$10.5M Buy
249,068
+170,419
+217% +$6.64M 0.12% 175
2020
Q3 		$2.8M Sell
78,649
-93,441
-54% -$3.31M 0.04% 342
2020
Q2 		$5.52M Buy
172,090
+65,260
+61% +$1.96M 0.09% 210
2020
Q1 		$2.92M Buy
+106,830
New +$3.53M 0.07% 239

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 22.9% 1-Year Est. Return

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

AE Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.1% in Q2 2026, buying an estimated $29K and bringing the position to 8,404 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

AE Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2020. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • AE Wealth Management held 8,404 shares of iShares ESG Aware MSCI EM ETF worth $460K as of Q2 2026.
  • AE Wealth Management bought 554 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $29K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1259 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $10.5M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.