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

Alaska 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	$2.11M	Sell	38,634 -1,684	-4%	-$88K	0.23%	35
2026 Q1	$1.83M	Buy	40,318 +3,728	+10%	+$176K	0.22%	34
2025 Q4	$1.62M	Sell	36,590 -3,568	-9%	-$157K	0.21%	35
2025 Q3	$1.74M	Sell	40,158 -931	-2%	-$38K	0.23%	30
2025 Q2	$1.61M	Sell	41,089 -1,793	-4%	-$64.9K	0.23%	29
2025 Q1	$1.5M	Sell	42,882 -948	-2%	-$33K	0.23%	31
2024 Q4	$1.46M	Buy	43,830 +142	+0.3%	+$5.01K	0.23%	28
2024 Q3	$1.59M	Buy	43,688 +2,078	+5%	+$71K	0.24%	28
2024 Q2	$1.4M	Sell	41,610 -1,536	-4%	-$50.6K	0.22%	31
2024 Q1	$1.39M	Buy	43,146 +5,107	+13%	+$161K	0.21%	30
2023 Q4	$1.22M	Buy	38,039 +2,939	+8%	+$90.7K	0.2%	30
2023 Q3	$1.06M	Buy	35,100 +2,076	+6%	+$65.7K	0.17%	28
2023 Q2	$1.04M	Buy	33,024 +791	+2%	+$24.8K	0.16%	29
2023 Q1	$1.01M	Buy	32,233 +1,409	+5%	+$44.7K	0.17%	30
2022 Q4	$927K	Buy	30,824 +1,654	+6%	+$48.5K	0.17%	31
2022 Q3	$807K	Buy	29,170 +2,338	+9%	+$72.9K	0.16%	33
2022 Q2	$867K	Buy	26,832 +8,140	+44%	+$276K	0.17%	32
2022 Q1	$687K	Sell	18,692 -923	-5%	-$35.4K	0.13%	32
2021 Q4	$780K	Buy	19,615 +4,063	+26%	+$168K	0.14%	29
2021 Q3	$644K	Buy	15,552 +2,557	+20%	+$109K	0.12%	31
2021 Q2	$587K	Buy	12,995 +2,505	+24%	+$111K	0.11%	32
2021 Q1	$454K	Sell	10,490 -159	-1%	-$7.07K	0.09%	34
2020 Q4	$447K	Sell	10,649 -5,600	-34%	-$218K	0.09%	38
2020 Q3	$579K	Buy	16,249 +410	+3%	+$14.5K	0.13%	32
2020 Q2	$508K	Buy	15,839 +2,703	+21%	+$81.2K	0.12%	34
2020 Q1	$360K	Buy	13,136 +4,440	+51%	+$147K	0.1%	39
2019 Q4	$312K	Buy	+8,696	New	+$298K	0.05%	54

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

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

Alaska Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.2% in Q2 2026, selling an estimated $88K and leaving 38,634 shares worth $2.11M. The position accounts for 0.23% of the portfolio, ranked #35.

Alaska Wealth Advisors first reported a position in ESGE in Q4 2019 and has held it in 27 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Alaska Wealth Advisors held 38,634 shares of iShares ESG Aware MSCI EM ETF worth $2.11M as of Q2 2026.
Alaska Wealth Advisors sold 1,684 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $88K.
iShares ESG Aware MSCI EM ETF made up 0.23% of Alaska Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Alaska Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 27 quarters since.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.