AlphaCore Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

AlphaCore Capital’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 Q1	$99K	Sell	2,176 -70	-3%	-$3.31K	﹤0.01%	929
2025 Q4	$99.2K	Buy	2,246 +29	+1%	+$1.28K	﹤0.01%	1082
2025 Q3	$96.3K	Sell	2,217 -13	-0.6%	-$530	﹤0.01%	807
2025 Q2	$87.3K	Sell	2,230 -3,294	-60%	-$119K	﹤0.01%	728
2025 Q1	$193K	Buy	+5,524	New	+$192K	0.02%	449
2024 Q1	–	Sell	-3,538	Closed	-$113K	–	218
2023 Q4	$113K	Hold	3,538	–	–	0.02%	247
2023 Q3	$107K	Hold	3,538	–	–	0.02%	238
2023 Q2	$112K	Buy	3,538 +410	+13%	+$12.9K	0.02%	215
2023 Q1	$98.5K	Sell	3,128 -105	-3%	-$3.33K	0.03%	151
2022 Q4	$97.2K	Buy	3,233 +809	+33%	+$23.7K	0.04%	95
2022 Q3	$67K	Hold	2,424	–	–	0.03%	82
2022 Q2	$78K	Buy	2,424 +43	+2%	+$1.46K	0.04%	87
2022 Q1	$87K	Buy	2,381 +704	+42%	+$27K	0.03%	86
2021 Q4	$67K	Hold	1,677	–	–	0.03%	66
2021 Q3	$69K	Buy	+1,677	New	+$71.7K	0.04%	75
2020 Q2	–	Sell	-409	Closed	-$11K	–	149
2020 Q1	$11K	Buy	+409	New	+$13.5K	0.01%	203

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AlphaCore Capital's ESGE Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.1% in Q1 2026, selling an estimated $3.31K and leaving 2,176 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

AlphaCore Capital first reported a position in ESGE in Q1 2020 and has held it in 16 quarters since. The position peaked at $193K in Q1 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

AlphaCore Capital held 2,176 shares of iShares ESG Aware MSCI EM ETF worth $99K as of Q1 2026.
AlphaCore Capital sold 70 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $3.31K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #929 holding.
AlphaCore Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 16 quarters since.
AlphaCore Capital's iShares ESG Aware MSCI EM ETF position peaked at $193K in Q1 2025.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.