B. Riley Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

B. Riley Wealth Advisors’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	$673K	Buy	12,480 +383	+3%	+$20K	0.04%	398
2026 Q1	$530K	Sell	12,097 -1,439	-11%	-$68K	0.03%	428
2025 Q4	$598K	Sell	13,536 -349	-3%	-$15.4K	0.03%	465
2025 Q3	$603K	Buy	13,885 +522	+4%	+$21.3K	0.03%	475
2025 Q2	$523K	Buy	+13,363	New	+$484K	0.02%	514
2024 Q4	$623K	Sell	18,649 -5,417	-23%	-$191K	0.02%	612
2024 Q3	$884K	Sell	24,066 -1,574	-6%	-$53.7K	0.02%	532
2024 Q2	$860K	Sell	25,640 -2,210	-8%	-$72.8K	0.02%	591
2024 Q1	$843K	Buy	27,850 +6,435	+30%	+$203K	0.02%	586
2023 Q4	$687K	Sell	21,415 -6,435	-23%	-$198K	0.02%	664
2023 Q3	$843K	Buy	27,850 +947	+4%	+$30K	0.02%	586
2023 Q2	$851K	Buy	26,903 +2,250	+9%	+$70.6K	0.02%	619
2023 Q1	$776K	Sell	24,653 -3,665	-13%	-$116K	0.02%	630
2022 Q4	$852K	Sell	28,318 -20,975	-43%	-$615K	0.02%	590
2022 Q3	$1.36M	Sell	49,293 -220	-0.4%	-$6.86K	0.04%	408
2022 Q2	$1.6M	Sell	49,513 -127,142	-72%	-$4.31M	0.07%	293
2022 Q1	$6.49M	Buy	176,655 +20,958	+13%	+$805K	0.21%	102
2021 Q4	$6.19M	Sell	155,697 -20,719	-12%	-$854K	0.18%	120
2021 Q3	$7.31M	Sell	176,416 -39,029	-18%	-$1.67M	0.23%	92
2021 Q2	$9.73M	Buy	215,445 +21,300	+11%	+$943K	0.32%	66
2021 Q1	$8.41M	Buy	194,145 +15,998	+9%	+$711K	0.3%	70
2020 Q4	$7.48M	Buy	178,147 +36,237	+26%	+$1.41M	0.4%	59
2020 Q3	$5.03M	Buy	141,910 +15,820	+13%	+$560K	0.27%	88
2020 Q2	$4.04M	Buy	126,090 +44,932	+55%	+$1.35M	0.27%	96
2020 Q1	$2.22M	Buy	+81,158	New	+$2.68M	0.19%	127

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

B. Riley Wealth Advisors's ESGE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.2% in Q2 2026, buying an estimated $20K and bringing the position to 12,480 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #398.

B. Riley Wealth Advisors first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.73M in Q2 2021. 154 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

B. Riley Wealth Advisors held 12,480 shares of iShares ESG Aware MSCI EM ETF worth $673K as of Q2 2026.
B. Riley Wealth Advisors bought 383 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $20K.
iShares ESG Aware MSCI EM ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #398 holding.
B. Riley Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
B. Riley Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $9.73M in Q2 2021.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.