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

Ancora 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 		$20.4K Hold
373
– – ﹤0.01% 1312
2026
Q1 		$17K Hold
373
– – ﹤0.01% 1595
2025
Q4 		$16.5K Hold
373
– – ﹤0.01% 1627
2025
Q3 		$16.2K Sell
373
-35
-9% -$1.43K ﹤0.01% 1287
2025
Q2 		$16K Hold
408
– – ﹤0.01% 1275
2025
Q1 		$14.3K Buy
408
+24
+6% +$836 ﹤0.01% 1260
2024
Q4 		$12.8K Sell
384
-289
-43% -$10.2K ﹤0.01% 1298
2024
Q3 		$24.5K Sell
673
-188
-22% -$6.42K ﹤0.01% 1156
2024
Q2 		$28.9K Sell
861
-146
-14% -$4.81K ﹤0.01% 1082
2024
Q1 		$32.5K Sell
1,007
-163
-14% -$5.14K ﹤0.01% 1079
2023
Q4 		$37.5K Buy
1,170
+80
+7% +$2.47K ﹤0.01% 1015
2023
Q3 		$33K Hold
1,090
– – ﹤0.01% 1017
2023
Q2 		$34.5K Sell
1,090
-9
-0.8% -$282 ﹤0.01% 1001
2023
Q1 		$34.6K Sell
1,099
-1,056
-49% -$33.5K ﹤0.01% 992
2022
Q4 		$65K Sell
2,155
-852
-28% -$25K ﹤0.01% 912
2022
Q3 		$83K Sell
3,007
-482
-14% -$15K ﹤0.01% 955
2022
Q2 		$113K Sell
3,489
-5,599
-62% -$190K ﹤0.01% 932
2022
Q1 		$334K Buy
9,088
+1,348
+17% +$51.8K 0.01% 654
2021
Q4 		$308K Buy
7,740
+1,160
+18% +$47.8K 0.01% 680
2021
Q3 		$273K Sell
6,580
-416
-6% -$17.8K 0.01% 698
2021
Q2 		$315K Buy
6,996
+520
+8% +$23K 0.01% 656
2021
Q1 		$281K Sell
6,476
-1,051
-14% -$46.7K 0.01% 648
2020
Q4 		$316K Buy
7,527
+2,781
+59% +$108K 0.01% 550
2020
Q3 		$169K Buy
+4,746
New +$168K 0.01% 624

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

Ancora Advisors's ESGE Position: Q2 2026 in Review

Ancora Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 373 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Ancora Advisors first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $334K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Ancora Advisors held 373 shares of iShares ESG Aware MSCI EM ETF worth $20.4K as of Q2 2026.
  • Ancora Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1312 holding.
  • Ancora Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • Ancora Advisors's iShares ESG Aware MSCI EM ETF position peaked at $334K in Q1 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.