Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bank Julius Baer & Co’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
Q1 		$136K Sell
2,990
-14,971
-83% -$708K ﹤0.01% 524
2025
Q4 		$793K Buy
+17,961
New +$792K ﹤0.01% 390
2020
Q2 		– Sell
-44,950
Closed -$1.23M – 699
2020
Q1 		$1.23M Buy
+44,950
New +$1.48M 0.03% 200

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank Julius Baer & Co's ESGE Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 83% in Q1 2026, selling an estimated $708K and leaving 2,990 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Bank Julius Baer & Co first reported a position in ESGE in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2020. 603 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Bank Julius Baer & Co held 2,990 shares of iShares ESG Aware MSCI EM ETF worth $136K as of Q1 2026.
  • Bank Julius Baer & Co sold 14,971 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $708K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #524 holding.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 3 quarters since.
  • Bank Julius Baer & Co's iShares ESG Aware MSCI EM ETF position peaked at $1.23M in Q1 2020.
  • 603 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.