Asempa Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Asempa Wealth 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	$300K	Sell	5,479 -15	-0.3%	-$784	0.22%	102
2026 Q1	$252K	Sell	5,494 -32	-0.6%	-$1.51K	0.22%	102
2025 Q4	$244K	Buy	+5,526	New	+$244K	0.21%	100

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

Asempa Wealth Advisors's ESGE Position: Q2 2026 in Review

Asempa Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.27% in Q2 2026, selling an estimated $784 and leaving 5,479 shares worth $300K. The position accounts for 0.22% of the portfolio, ranked #102.

Asempa Wealth Advisors first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Asempa Wealth Advisors held 5,479 shares of iShares ESG Aware MSCI EM ETF worth $300K as of Q2 2026.
Asempa Wealth Advisors sold 15 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $784.
iShares ESG Aware MSCI EM ETF made up 0.22% of Asempa Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Asempa Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
632 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.