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Atria Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Atria Investments’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
Q1 		$522K Sell
11,474
-330
-3% -$15.6K 0.01% 1425
2025
Q4 		$521K Buy
11,804
+2,394
+25% +$106K 0.01% 1418
2025
Q3 		$409K Buy
9,410
+1,517
+19% +$61.9K ﹤0.01% 1540
2025
Q2 		$309K Sell
7,893
-77
-1% -$2.79K ﹤0.01% 1695
2025
Q1 		$279K Buy
7,970
+51
+0.6% +$1.78K ﹤0.01% 1651
2024
Q4 		$264K Sell
7,919
-1,584
-17% -$55.9K ﹤0.01% 1654
2024
Q3 		$346K Buy
9,503
+217
+2% +$7.41K ﹤0.01% 1538
2024
Q2 		$311K Buy
+9,286
New +$306K ﹤0.01% 1568
2022
Q4 		– Sell
-80,980
Closed -$2.24M – 778
2022
Q3 		$2.24M Sell
80,980
-7,916
-9% -$247K 0.05% 444
2022
Q2 		$2.87M Sell
88,896
-274,325
-76% -$9.3M 0.06% 388
2022
Q1 		$13.3M Buy
363,221
+81,004
+29% +$3.11M 0.23% 90
2021
Q4 		$11.2M Sell
282,217
-73,213
-21% -$3.02M 0.2% 117
2021
Q3 		$14.7M Sell
355,430
-108,828
-23% -$4.65M 0.27% 77
2021
Q2 		$21M Buy
464,258
+78,682
+20% +$3.48M 0.4% 47
2021
Q1 		$16.7M Sell
385,576
-87,117
-18% -$3.87M 0.37% 57
2020
Q4 		$19.8M Buy
472,693
+127,819
+37% +$4.98M 0.48% 37
2020
Q3 		$12.3M Buy
344,874
+68,819
+25% +$2.44M 0.37% 56
2020
Q2 		$8.86M Buy
276,055
+101,328
+58% +$3.04M 0.3% 80
2020
Q1 		$4.78M Buy
+174,727
New +$5.77M 0.37% 68

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Atria Investments's ESGE Position: Q1 2026 in Review

Atria Investments reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.8% in Q1 2026, selling an estimated $15.6K and leaving 11,474 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1425.

Atria Investments first reported a position in ESGE in Q1 2020 and has held it in 19 quarters since. The position peaked at $21M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Atria Investments held 11,474 shares of iShares ESG Aware MSCI EM ETF worth $522K as of Q1 2026.
  • Atria Investments sold 330 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $15.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1425 holding.
  • Atria Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 19 quarters since.
  • Atria Investments's iShares ESG Aware MSCI EM ETF position peaked at $21M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.