Aureum Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Aureum Wealth 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	$972K	Buy	17,779 +716	+4%	+$37.4K	0.6%	31
2026 Q1	$776K	Buy	17,063 +433	+3%	+$20.5K	0.54%	32
2025 Q4	$735K	Buy	+16,630	New	+$733K	0.68%	35

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

Aureum Wealth Management's ESGE Position: Q2 2026 in Review

Aureum Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.2% in Q2 2026, buying an estimated $37.4K and bringing the position to 17,779 shares worth $972K. The position accounts for 0.6% of the portfolio, ranked #31.

Aureum Wealth Management 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.

Aureum Wealth Management held 17,779 shares of iShares ESG Aware MSCI EM ETF worth $972K as of Q2 2026.
Aureum Wealth Management bought 716 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $37.4K.
iShares ESG Aware MSCI EM ETF made up 0.6% of Aureum Wealth Management's portfolio in Q2 2026, its #31 holding.
Aureum Wealth Management 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 Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.