AG
ESGE icon

AlTi Global’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

AlTi Global’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 		$3.84M Buy
70,186
+5,463
+8% +$285K 0.08% 119
2026
Q1 		$2.94M Hold
64,723
– – 0.06% 129
2025
Q4 		$2.86M Buy
64,723
+3,588
+6% +$158K 0.06% 134
2025
Q3 		$2.65M Sell
61,135
-267
-0.4% -$10.9K 0.06% 142
2025
Q2 		$2.41M Sell
61,402
-1,146
-2% -$41.5K 0.06% 145
2025
Q1 		$2.19M Buy
62,548
+2,110
+3% +$73.5K 0.06% 133
2024
Q4 		$2.02M Sell
60,438
-1,523
-2% -$53.7K 0.05% 147
2024
Q3 		$2.26M Hold
61,961
– – 0.05% 145
2024
Q2 		$2.08M Sell
61,961
-3,935
-6% -$130K 0.06% 145
2024
Q1 		$2.12M Sell
65,896
-6,457
-9% -$203K 0.06% 141
2023
Q4 		$2.32M Buy
+72,353
New +$2.23M 0.07% 121

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

AlTi Global's ESGE Position: Q2 2026 in Review

AlTi Global increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.4% in Q2 2026, buying an estimated $285K and bringing the position to 70,186 shares worth $3.84M. The position accounts for 0.08% of the portfolio, ranked #119.

AlTi Global first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • AlTi Global held 70,186 shares of iShares ESG Aware MSCI EM ETF worth $3.84M as of Q2 2026.
  • AlTi Global bought 5,463 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $285K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of AlTi Global's portfolio in Q2 2026, its #119 holding.
  • AlTi Global first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.