Bartlett & Co Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bartlett & Co 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	$470K	Hold	8,600	–	–	0.01%	358
2026 Q1	$441K	Buy	8,600 +3,075	+56%	+$145K	0.01%	352
2025 Q4	$244K	Hold	5,525	–	–	﹤0.01%	430
2025 Q3	$240K	Hold	5,525	–	–	﹤0.01%	427
2025 Q2	$216K	Hold	5,525	–	–	﹤0.01%	432
2025 Q1	$193K	Hold	5,525	–	–	﹤0.01%	450
2024 Q4	$185K	Sell	5,525 -55	-1%	-$1.94K	﹤0.01%	454
2024 Q3	$203K	Buy	5,580 +55	+1%	+$1.88K	﹤0.01%	444
2024 Q2	$185K	Hold	5,525	–	–	﹤0.01%	445
2024 Q1	$178K	Buy	5,525 +2,650	+92%	+$83.5K	﹤0.01%	463
2023 Q4	$92.1K	Hold	2,875	–	–	﹤0.01%	590
2023 Q3	$87.1K	Hold	2,875	–	–	﹤0.01%	566
2023 Q2	$90.9K	Hold	2,875	–	–	﹤0.01%	561
2023 Q1	$90.5K	Hold	2,875	–	–	﹤0.01%	480
2022 Q4	$86.5K	Sell	2,875 -6,295	-69%	-$184K	﹤0.01%	492
2022 Q3	$254K	Buy	9,170 +790	+9%	+$24.6K	0.01%	345
2022 Q2	$271K	Buy	8,380 +1,701	+25%	+$57.7K	0.01%	337
2022 Q1	$245K	Buy	+6,679	New	+$256K	﹤0.01%	363
2021 Q4	–	Sell	-3,315	Closed	-$137K	–	538
2021 Q3	$137K	Buy	+3,315	New	+$142K	﹤0.01%	371

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bartlett & Co Wealth Management's ESGE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 8,600 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #358.

Bartlett & Co Wealth Management first reported a position in ESGE in Q3 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Bartlett & Co Wealth Management held 8,600 shares of iShares ESG Aware MSCI EM ETF worth $470K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #358 holding.
Bartlett & Co Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 19 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.