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Atomi Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Atomi Financial Group’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 		$1.48M Buy
27,094
+4,849
+22% +$253K 0.04% 357
2026
Q1 		$1.01M Buy
22,245
+4,465
+25% +$211K 0.03% 438
2025
Q4 		$785K Buy
17,780
+8,410
+90% +$371K 0.02% 496
2025
Q3 		$407K Buy
9,370
+1,276
+16% +$52.1K 0.01% 738
2025
Q2 		$317K Buy
8,094
+75
+0.9% +$2.71K 0.01% 790
2025
Q1 		$280K Sell
8,019
-245
-3% -$8.53K 0.01% 809
2024
Q4 		$276K Buy
8,264
+361
+5% +$12.7K 0.01% 765
2024
Q3 		$288K Sell
7,903
-4,091
-34% -$140K 0.02% 685
2024
Q2 		$402K Buy
11,994
+303
+3% +$9.98K 0.03% 457
2024
Q1 		$377K Buy
+11,691
New +$368K 0.03% 444

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

Atomi Financial Group's ESGE Position: Q2 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q2 2026, buying an estimated $253K and bringing the position to 27,094 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #357.

Atomi Financial Group first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Atomi Financial Group held 27,094 shares of iShares ESG Aware MSCI EM ETF worth $1.48M as of Q2 2026.
  • Atomi Financial Group bought 4,849 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $253K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #357 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.