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

Axxcess 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 		$1.28M Buy
+23,493
New +$1.23M 0.02% 474
2026
Q1 		– Sell
-5,655
Closed -$250K – 583
2025
Q4 		$250K Buy
+5,655
New +$249K ﹤0.01% 911
2025
Q3 		– Sell
-30,981
Closed -$1.21M – 938
2025
Q2 		$1.21M Sell
30,981
-376
-1% -$13.6K 0.03% 382
2025
Q1 		$1.1M Sell
31,357
-6,316
-17% -$220K 0.03% 371
2024
Q4 		$1.26M Buy
37,673
+10,961
+41% +$387K 0.03% 362
2024
Q3 		$973K Buy
26,712
+476
+2% +$16.3K 0.02% 394
2024
Q2 		$880K Sell
26,236
-35,437
-57% -$1.17M 0.02% 406
2024
Q1 		$1.99M Buy
61,673
+1,261
+2% +$39.7K 0.05% 251
2023
Q4 		$1.94M Buy
60,412
+20,042
+50% +$618K 0.06% 252
2023
Q3 		$1.22M Buy
40,370
+482
+1% +$15.3K 0.04% 283
2023
Q2 		$1.26M Sell
39,888
-3,650
-8% -$114K 0.09% 191
2023
Q1 		$1.37M Buy
43,538
+15,273
+54% +$484K 0.1% 185
2022
Q4 		$850K Buy
28,265
+182
+0.6% +$5.33K 0.07% 255
2022
Q3 		$777K Sell
28,083
-2,235
-7% -$69.7K 0.07% 235
2022
Q2 		$980K Buy
30,318
+5,044
+20% +$171K 0.09% 190
2022
Q1 		$928K Buy
25,274
+2,231
+10% +$85.7K 0.07% 233
2021
Q4 		$916K Buy
+23,043
New +$950K 0.07% 228

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 23,493 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #474 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ESGE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2024. 338 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Axxcess Wealth Management held 23,493 shares of iShares ESG Aware MSCI EM ETF worth $1.28M as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.99M in Q1 2024.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.