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Balanced Rock Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Balanced Rock Investment 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 		$1.38M Sell
25,159
-1,798
-7% -$94K 0.86% 35
2026
Q1 		$1.23M Buy
26,957
+386
+1% +$18.3K 0.86% 36
2025
Q4 		$1.17M Buy
26,571
+1,836
+7% +$80.9K 0.83% 37
2025
Q3 		$1.07M Buy
24,735
+135
+0.5% +$5.51K 0.79% 37
2025
Q2 		$964K Sell
24,600
-3,824
-13% -$138K 0.76% 36
2025
Q1 		$993K Buy
28,424
+677
+2% +$23.6K 0.79% 30
2024
Q4 		$926K Sell
27,747
-15,369
-36% -$542K 0.73% 33
2024
Q3 		$1.57M Buy
43,116
+593
+1% +$20.3K 1.23% 25
2024
Q2 		$1.43M Sell
42,523
-275
-0.6% -$9.06K 1.2% 26
2024
Q1 		$1.38M Sell
42,798
-4,878
-10% -$154K 1.18% 25
2023
Q4 		$1.53M Buy
+47,676
New +$1.47M 1.36% 20

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

Balanced Rock Investment Advisors's ESGE Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q2 2026, selling an estimated $94K and leaving 25,159 shares worth $1.38M. The position accounts for 0.86% of the portfolio, ranked #35.

Balanced Rock Investment Advisors first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2024. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Balanced Rock Investment Advisors held 25,159 shares of iShares ESG Aware MSCI EM ETF worth $1.38M as of Q2 2026.
  • Balanced Rock Investment Advisors sold 1,798 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $94K.
  • iShares ESG Aware MSCI EM ETF made up 0.86% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Balanced Rock Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • Balanced Rock Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.57M in Q3 2024.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.