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Apollon Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Apollon Wealth Management’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 		$327K Sell
5,980
-584
-9% -$30.5K ﹤0.01% 1219
2026
Q1 		$298K Sell
6,564
-1,767
-21% -$83.5K ﹤0.01% 1118
2025
Q4 		$368K Sell
8,331
-83
-1% -$3.66K 0.01% 971
2025
Q3 		$365K Sell
8,414
-53
-0.6% -$2.16K 0.01% 963
2025
Q2 		$332K Buy
8,467
+53
+0.6% +$1.92K 0.01% 975
2025
Q1 		$294K Sell
8,414
-433
-5% -$15.1K 0.01% 961
2024
Q4 		$295K Sell
8,847
-331
-4% -$11.7K 0.01% 951
2024
Q3 		$334K Buy
9,178
+1,090
+13% +$37.2K 0.01% 879
2024
Q2 		$271K Sell
8,088
-2,382
-23% -$78.5K 0.01% 900
2024
Q1 		$337K Sell
10,470
-403
-4% -$12.7K 0.01% 826
2023
Q4 		$349K Sell
10,873
-2,322
-18% -$71.6K 0.01% 778
2023
Q3 		$400K Sell
13,195
-522
-4% -$16.5K 0.02% 602
2023
Q2 		$434K Sell
13,717
-11,700
-46% -$367K 0.02% 640
2023
Q1 		$800K Sell
25,417
-1,690
-6% -$53.6K 0.05% 387
2022
Q4 		$815K Buy
27,107
+19,572
+260% +$574K 0.06% 364
2022
Q3 		$208K Sell
7,535
-17,703
-70% -$552K 0.02% 715
2022
Q2 		$815K Sell
25,238
-19,591
-44% -$664K 0.07% 311
2022
Q1 		$1.65M Buy
44,829
+8,900
+25% +$342K 0.12% 184
2021
Q4 		$1.43M Buy
+35,929
New +$1.48M 0.11% 213
2020
Q3 		– Sell
-71
Closed -$2K – 315
2020
Q2 		$2K Buy
+71
New +$2.13K ﹤0.01% 630

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 22.9% 1-Year Est. Return

Apollon Wealth Management's ESGE Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.9% in Q2 2026, selling an estimated $30.5K and leaving 5,980 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Apollon Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.65M in Q1 2022. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Apollon Wealth Management held 5,980 shares of iShares ESG Aware MSCI EM ETF worth $327K as of Q2 2026.
  • Apollon Wealth Management sold 584 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $30.5K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1219 holding.
  • Apollon Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.65M in Q1 2022.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.