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

Aptus 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 		$2.03M Buy
37,082
+3,139
+9% +$164K 0.01% 500
2026
Q1 		$1.54M Sell
33,943
-254
-0.7% -$12K 0.01% 513
2025
Q4 		$1.51M Sell
34,197
-662
-2% -$29.2K 0.01% 497
2025
Q3 		$1.51M Sell
34,859
-474
-1% -$19.3K 0.01% 480
2025
Q2 		$1.38M Buy
35,333
+19,831
+128% +$718K 0.01% 476
2025
Q1 		$542K Buy
15,502
+10,435
+206% +$363K 0.01% 621
2024
Q4 		$169K Buy
5,067
+1,393
+38% +$49.1K ﹤0.01% 924
2024
Q3 		$134K Sell
3,674
-255
-6% -$8.71K ﹤0.01% 818
2024
Q2 		$132K Buy
3,929
+335
+9% +$11K ﹤0.01% 783
2024
Q1 		$116K Sell
3,594
-13,637
-79% -$430K ﹤0.01% 806
2023
Q4 		$552K Buy
17,231
+12,270
+247% +$378K 0.02% 364
2023
Q3 		$150K Sell
4,961
-1,903
-28% -$60.3K ﹤0.01% 590
2023
Q2 		$217K Sell
6,864
-784
-10% -$24.6K 0.01% 467
2023
Q1 		$241K Buy
7,648
+6,771
+772% +$215K 0.01% 437
2022
Q4 		$26.4K Sell
877
-2,442
-74% -$71.6K ﹤0.01% 636
2022
Q3 		$92K Buy
3,319
+52
+2% +$1.62K ﹤0.01% 503
2022
Q2 		$106K Buy
3,267
+470
+17% +$15.9K ﹤0.01% 414
2022
Q1 		$103K Buy
2,797
+272
+11% +$10.4K ﹤0.01% 464
2021
Q4 		$100K Buy
2,525
+84
+3% +$3.46K ﹤0.01% 390
2021
Q3 		$101K Sell
2,441
-852
-26% -$36.4K ﹤0.01% 382
2021
Q2 		$149K Buy
3,293
+594
+22% +$26.3K ﹤0.01% 376
2021
Q1 		$117K Buy
2,699
+908
+51% +$40.4K ﹤0.01% 363
2020
Q4 		$75K Buy
1,791
+209
+13% +$8.15K ﹤0.01% 347
2020
Q3 		$56K Buy
1,582
+793
+101% +$28.1K ﹤0.01% 348
2020
Q2 		$25K Buy
+789
New +$23.7K ﹤0.01% 348

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

Aptus Capital Advisors's ESGE Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.2% in Q2 2026, buying an estimated $164K and bringing the position to 37,082 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #500.

Aptus Capital Advisors first reported a position in ESGE in Q2 2020 and has held it in 25 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Aptus Capital Advisors held 37,082 shares of iShares ESG Aware MSCI EM ETF worth $2.03M as of Q2 2026.
  • Aptus Capital Advisors bought 3,139 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $164K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #500 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 25 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.