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Ally Invest Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ally Invest 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 		$9.25M Sell
169,049
-4,487
-3% -$234K 0.56% 16
2026
Q1 		$7.89M Buy
173,536
+227
+0.1% +$10.7K 0.53% 17
2025
Q4 		$7.66M Sell
173,309
-872
-0.5% -$38.4K 0.53% 18
2025
Q3 		$7.56M Buy
174,181
+834
+0.5% +$34K 0.54% 17
2025
Q2 		$6.79M Sell
173,347
-1,940
-1% -$70.2K 0.53% 17
2025
Q1 		$6.13M Sell
175,287
-2,053
-1% -$71.5K 0.52% 17
2024
Q4 		$5.92M Buy
177,340
+9,110
+5% +$321K 0.51% 17
2024
Q3 		$6.13M Buy
168,230
+5,831
+4% +$199K 0.54% 16
2024
Q2 		$5.45M Buy
162,399
+7,746
+5% +$255K 0.52% 16
2024
Q1 		$4.98M Buy
+154,653
New +$4.87M 0.49% 16

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

Ally Invest Advisors's ESGE Position: Q2 2026 in Review

Ally Invest Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q2 2026, selling an estimated $234K and leaving 169,049 shares worth $9.25M. The position accounts for 0.56% of the portfolio, ranked #16.

Ally Invest Advisors first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Ally Invest Advisors held 169,049 shares of iShares ESG Aware MSCI EM ETF worth $9.25M as of Q2 2026.
  • Ally Invest Advisors sold 4,487 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $234K.
  • iShares ESG Aware MSCI EM ETF made up 0.56% of Ally Invest Advisors's portfolio in Q2 2026, its #16 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.