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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
Q2 		$357K Sell
6,521
-4,953
-43% -$259K ﹤0.01% 1735
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 $1.55T 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 22.9% 1-Year Est. Return

Atria Investments's ESGE Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 43% in Q2 2026, selling an estimated $259K and leaving 6,521 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Atria Investments first reported a position in ESGE in Q1 2020 and has held it in 20 quarters since. The position peaked at $21M in Q2 2021. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Atria Investments held 6,521 shares of iShares ESG Aware MSCI EM ETF worth $357K as of Q2 2026.
  • Atria Investments sold 4,953 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $259K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1735 holding.
  • Atria Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 20 quarters since.
  • Atria Investments's iShares ESG Aware MSCI EM ETF position peaked at $21M in Q2 2021.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.