Bank Julius Baer & Co
ESGE icon

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
Q2 		– Sell
-2,990
Closed -$136K – 683
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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Empower Advisory Group
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WL
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
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JP Morgan Chase
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TWIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank Julius Baer & Co's ESGE Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 2,990 shares — an estimated $136K sold.

Bank Julius Baer & Co first reported a position in ESGE in Q1 2020 and held it in 3 quarters. The position peaked at $1.23M in Q1 2020. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,990 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $136K.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's iShares ESG Aware MSCI EM ETF position peaked at $1.23M in Q1 2020.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.