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

Avior 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 		$392K Sell
7,161
-1,170
-14% -$61.1K 0.01% 581
2026
Q1 		$379K Sell
8,331
-93
-1% -$4.4K 0.01% 613
2025
Q4 		$372K Hold
8,424
– – 0.01% 550
2025
Q3 		$366K Sell
8,424
-7,006
-45% -$286K 0.01% 537
2025
Q2 		$604K Sell
15,430
-5,424
-26% -$196K 0.02% 388
2025
Q1 		$729K Sell
20,854
-3,531
-14% -$123K 0.03% 323
2024
Q4 		$814K Sell
24,385
-5,401
-18% -$191K 0.03% 325
2024
Q3 		$1.08M Sell
29,786
-61,033
-67% -$2.08M 0.04% 271
2024
Q2 		$3.04M Sell
90,819
-52,918
-37% -$1.74M 0.13% 135
2024
Q1 		$4.63M Buy
+143,737
New +$4.53M 0.22% 87
2023
Q4 		– Sell
-19
Closed -$575 – 1573
2023
Q3 		$575 Sell
19
-582
-97% -$18.4K ﹤0.01% 1482
2023
Q2 		$19K Sell
601
-1,182
-66% -$37.1K ﹤0.01% 937
2023
Q1 		$56.1K Buy
1,783
+1,582
+787% +$50.1K ﹤0.01% 741
2022
Q4 		$6.06K Sell
201
-319
-61% -$9.35K ﹤0.01% 927
2022
Q3 		$14K Buy
520
+449
+632% +$14K ﹤0.01% 796
2022
Q2 		$2K Sell
71
-130
-65% -$4.41K ﹤0.01% 940
2022
Q1 		$7K Buy
201
+26
+15% +$998 ﹤0.01% 872
2021
Q4 		$6K Buy
175
+4
+2% +$165 ﹤0.01% 861
2021
Q3 		$7K Hold
171
– – ﹤0.01% 808
2021
Q2 		$7K Hold
171
– – ﹤0.01% 789
2021
Q1 		$7K Buy
171
+1
+0.6% +$44 ﹤0.01% 801
2020
Q4 		$7K Sell
170
-288
-63% -$11.2K ﹤0.01% 753
2020
Q3 		$16K Sell
458
-509
-53% -$18K ﹤0.01% 629
2020
Q2 		$31K Buy
+967
New +$29K ﹤0.01% 524

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

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

Avior Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $61.1K and leaving 7,161 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #581.

Avior Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.63M in Q1 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Avior Wealth Management held 7,161 shares of iShares ESG Aware MSCI EM ETF worth $392K as of Q2 2026.
  • Avior Wealth Management sold 1,170 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $61.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Avior Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • Avior Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $4.63M in Q1 2024.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.