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Archer Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Archer Investment 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 		$3.19M Sell
58,417
-1,518
-3% -$79.3K 1.09% 26
2026
Q1 		$2.73M Buy
59,935
+5,724
+11% +$271K 1.15% 29
2025
Q4 		$2.39M Sell
54,211
-10,592
-16% -$467K 1.29% 25
2025
Q3 		$2.81M Buy
+64,803
New +$2.64M 1.73% 19

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

Archer Investment Management's ESGE Position: Q2 2026 in Review

Archer Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.5% in Q2 2026, selling an estimated $79.3K and leaving 58,417 shares worth $3.19M. The position accounts for 1.09% of the portfolio, ranked #26.

Archer Investment Management first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Archer Investment Management held 58,417 shares of iShares ESG Aware MSCI EM ETF worth $3.19M as of Q2 2026.
  • Archer Investment Management sold 1,518 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $79.3K.
  • iShares ESG Aware MSCI EM ETF made up 1.09% of Archer Investment Management's portfolio in Q2 2026, its #26 holding.
  • Archer Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.