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

Apella 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
Q2 		$3.73M Sell
70,927
-460
-0.6% -$24K 0.05% 196
2026
Q1 		$3.64M Sell
71,387
-148
-0.2% -$7K 0.05% 198
2025
Q4 		$3.16M Buy
71,535
+2,261
+3% +$99.7K 0.06% 168
2025
Q3 		$3.05M Sell
69,274
-759
-1% -$31K 0.07% 155
2025
Q2 		$2.74M Buy
70,033
+1,324
+2% +$47.9K 0.07% 146
2025
Q1 		$2.27M Sell
68,709
-1,571
-2% -$54.7K 0.08% 129
2024
Q4 		$2.35M Buy
70,280
+2,168
+3% +$76.5K 0.09% 105
2024
Q3 		$2.55M Buy
68,112
+2,595
+4% +$88.6K 0.1% 91
2024
Q2 		$2.26M Buy
65,517
+1,954
+3% +$64.4K 0.1% 91
2024
Q1 		$2.09M Buy
63,563
+996
+2% +$31.4K 0.11% 92
2023
Q4 		$1.96M Sell
62,567
-3,773
-6% -$116K 0.11% 92
2023
Q3 		$2.01M Buy
66,340
+1,221
+2% +$38.7K 0.14% 85
2023
Q2 		$2.06M Buy
+65,119
New +$2.04M 0.15% 81
2022
Q4 		$1.79M Buy
59,478
+10,566
+22% +$310K 0.16% 77
2022
Q3 		$1.35M Buy
48,912
+8,277
+20% +$258K 0.16% 83
2022
Q2 		$1.31M Sell
40,635
-581
-1% -$19.7K 0.16% 87
2022
Q1 		$1.51M Buy
41,216
+7,920
+24% +$304K 0.21% 71
2021
Q4 		$1.32M Buy
33,296
+3,525
+12% +$145K 0.17% 77
2021
Q3 		$1.23M Buy
29,771
+3,177
+12% +$136K 0.18% 85
2021
Q2 		$1.2M Buy
26,594
+5,222
+24% +$231K 0.2% 82
2021
Q1 		$926K Buy
21,372
+11,540
+117% +$513K 0.29% 65
2020
Q4 		$413K Buy
+9,832
New +$383K 0.14% 88

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Apella Capital's ESGE Position: Q2 2026 in Review

Apella Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.64% in Q2 2026, selling an estimated $24K and leaving 70,927 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #196.

Apella Capital first reported a position in ESGE in Q4 2020 and has held it in 22 quarters since. 110 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Apella Capital held 70,927 shares of iShares ESG Aware MSCI EM ETF worth $3.73M as of Q2 2026.
  • Apella Capital sold 460 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $24K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #196 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 22 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.