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Allworth Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Allworth Financial’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 		$6.23M Buy
113,898
+1,200
+1% +$62.7K 0.03% 312
2026
Q1 		$5.12M Buy
112,698
+1,361
+1% +$64.3K 0.02% 361
2025
Q4 		$4.92M Sell
111,337
-2,274
-2% -$100K 0.02% 359
2025
Q3 		$4.93M Buy
113,611
+38,571
+51% +$1.57M 0.02% 323
2025
Q2 		$2.94M Buy
75,040
+22
+0% +$797 0.01% 410
2025
Q1 		$2.62M Buy
75,018
+1,440
+2% +$50.1K 0.01% 352
2024
Q4 		$2.51M Buy
73,578
+4,451
+6% +$157K 0.01% 358
2024
Q3 		$2.52M Sell
69,127
-394
-0.6% -$13.5K 0.02% 301
2024
Q2 		$2.35M Buy
69,521
+2,734
+4% +$90.1K 0.02% 305
2024
Q1 		$2.15M Buy
66,787
+4,691
+8% +$148K 0.02% 311
2023
Q4 		$1.99M Buy
62,096
+10,579
+21% +$326K 0.02% 306
2023
Q3 		$1.56M Sell
51,517
-18,442
-26% -$584K 0.01% 312
2023
Q2 		$2.21M Buy
69,959
+6,777
+11% +$213K 0.02% 264
2023
Q1 		$1.99M Buy
63,182
+25,972
+70% +$823K 0.02% 253
2022
Q4 		$1.12M Buy
37,210
+4,587
+14% +$134K 0.01% 331
2022
Q3 		$903K Buy
32,623
+6,245
+24% +$195K 0.01% 343
2022
Q2 		$852K Buy
26,378
+4,025
+18% +$136K 0.01% 332
2022
Q1 		$821K Buy
22,353
+8,567
+62% +$329K 0.01% 331
2021
Q4 		$548K Buy
13,786
+12,279
+815% +$506K 0.01% 361
2021
Q3 		$62K Buy
1,507
+940
+166% +$40.2K ﹤0.01% 731
2021
Q2 		$26K Hold
567
– – ﹤0.01% 779
2021
Q1 		$25K Buy
567
+297
+110% +$13.2K ﹤0.01% 733
2020
Q4 		$11K Buy
+270
New +$10.5K ﹤0.01% 810
2020
Q1 		– Sell
-114
Closed -$4K – 1258
2019
Q4 		$4K Buy
+114
New +$3.91K ﹤0.01% 797

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 22.96% 1-Year Est. Return

Allworth Financial's ESGE Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.1% in Q2 2026, buying an estimated $62.7K and bringing the position to 113,898 shares worth $6.23M. The position accounts for 0.03% of the portfolio, ranked #312.

Allworth Financial first reported a position in ESGE in Q4 2019 and has held it in 24 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Allworth Financial held 113,898 shares of iShares ESG Aware MSCI EM ETF worth $6.23M as of Q2 2026.
  • Allworth Financial bought 1,200 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $62.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #312 holding.
  • Allworth Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 24 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.