Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Annis Gardner Whiting Capital 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	$1.01M	Sell	18,470 -123	-0.7%	-$6.43K	0.15%	120
2026 Q1	$845K	Hold	18,593	–	–	0.14%	133
2025 Q4	$821K	Buy	18,593 +677	+4%	+$29.8K	0.16%	122
2025 Q3	$778K	Hold	17,916	–	–	0.16%	110
2025 Q2	$702K	Buy	17,916 +4,137	+30%	+$150K	0.24%	87
2025 Q1	$482K	Buy	13,779 +2,764	+25%	+$96.3K	0.2%	104
2024 Q4	$368K	Hold	11,015	–	–	0.1%	159
2024 Q3	$401K	Buy	11,015 +277	+3%	+$9.46K	0.11%	149
2024 Q2	$360K	Hold	10,738	–	–	0.1%	163
2024 Q1	$346K	Buy	10,738 +4,668	+77%	+$147K	0.12%	133
2023 Q4	$195K	Buy	6,070 +42	+0.7%	+$1.29K	0.09%	155
2023 Q3	$183K	Buy	+6,028	New	+$191K	0.1%	145

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ESGE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.66% in Q2 2026, selling an estimated $6.43K and leaving 18,470 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #120.

Annis Gardner Whiting Capital Advisors first reported a position in ESGE in Q3 2023 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 18,470 shares of iShares ESG Aware MSCI EM ETF worth $1.01M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 123 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $6.43K.
iShares ESG Aware MSCI EM ETF made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #120 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.