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Avise Financial Cooperative’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Avise Financial Cooperative’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 		$2.94M Sell
53,840
-20,378
-27% -$1.06M 2.09% 14
2026
Q1 		$3.37M Buy
74,218
+4,956
+7% +$234K 2.79% 12
2025
Q4 		$3.06M Buy
+69,262
New +$3.05M 2.76% 12

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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

Avise Financial Cooperative's ESGE Position: Q2 2026 in Review

Avise Financial Cooperative reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 27% in Q2 2026, selling an estimated $1.06M and leaving 53,840 shares worth $2.94M. The position accounts for 2.09% of the portfolio, ranked #14.

Avise Financial Cooperative first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Avise Financial Cooperative held 53,840 shares of iShares ESG Aware MSCI EM ETF worth $2.94M as of Q2 2026.
  • Avise Financial Cooperative sold 20,378 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.06M.
  • iShares ESG Aware MSCI EM ETF made up 2.09% of Avise Financial Cooperative's portfolio in Q2 2026, its #14 holding.
  • Avise Financial Cooperative first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • Avise Financial Cooperative's iShares ESG Aware MSCI EM ETF position peaked at $3.37M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.