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Beacon Pointe Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Beacon Pointe 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 		$18.6M Buy
339,722
+26,792
+9% +$1.4M 0.09% 219
2026
Q1 		$14.2M Buy
312,930
+82,853
+36% +$3.92M 0.08% 240
2025
Q4 		$10.2M Buy
230,077
+24,779
+12% +$1.09M 0.07% 255
2025
Q3 		$8.91M Buy
205,298
+154,833
+307% +$6.32M 0.08% 247
2025
Q2 		$1.98M Buy
50,465
+2,133
+4% +$77.2K 0.02% 486
2025
Q1 		$1.69M Sell
48,332
-9,712
-17% -$338K 0.02% 502
2024
Q4 		$1.94M Sell
58,044
-1,977
-3% -$69.8K 0.02% 468
2024
Q3 		$2.19M Buy
60,021
+1,525
+3% +$52.1K 0.03% 452
2024
Q2 		$1.96M Sell
58,496
-3,276
-5% -$108K 0.02% 481
2024
Q1 		$1.99M Buy
61,772
+6,429
+12% +$203K 0.02% 494
2023
Q4 		$1.77M Buy
55,343
+7,403
+15% +$228K 0.02% 509
2023
Q3 		$1.45M Buy
47,940
+12,574
+36% +$398K 0.02% 530
2023
Q2 		$1.12M Sell
35,366
-5,186
-13% -$163K 0.02% 508
2023
Q1 		$1.28M Buy
40,552
+13,686
+51% +$434K 0.02% 486
2022
Q4 		$808K Buy
26,866
+2,974
+12% +$87.1K 0.02% 557
2022
Q3 		$658K Buy
23,892
+5,419
+29% +$169K 0.01% 567
2022
Q2 		$596K Sell
18,473
-13,380
-42% -$454K 0.01% 595
2022
Q1 		$1.17M Buy
31,853
+13,119
+70% +$504K 0.02% 578
2021
Q4 		$745K Sell
18,734
-1,558
-8% -$64.2K 0.02% 445
2021
Q3 		$841K Buy
20,292
+4,215
+26% +$180K 0.02% 436
2021
Q2 		$726K Buy
16,077
+2,309
+17% +$102K 0.03% 389
2021
Q1 		$598K Buy
13,768
+1,249
+10% +$55.5K 0.04% 269
2020
Q4 		$527K Buy
12,519
+1,074
+9% +$41.9K 0.04% 272
2020
Q3 		$408K Buy
11,445
+1,486
+15% +$52.6K 0.04% 255
2020
Q2 		$318K Sell
9,959
-1,775
-15% -$53.3K 0.03% 293
2020
Q1 		$323K Buy
11,734
+5,053
+76% +$167K 0.05% 227
2019
Q4 		$241K Sell
6,681
-529
-7% -$18.1K 0.07% 192
2019
Q3 		$235K Sell
7,210
-1,946
-21% -$64K 0.1% 155
2019
Q2 		$313K Sell
9,156
-1,734
-16% -$58.5K 0.11% 155
2019
Q1 		$372K Hold
10,890
– – 0.14% 132
2018
Q4 		$332K Buy
+10,890
New +$342K 0.2% 116

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

Beacon Pointe Advisors's ESGE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.6% in Q2 2026, buying an estimated $1.4M and bringing the position to 339,722 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #219.

Beacon Pointe Advisors first reported a position in ESGE in Q4 2018 and has held it in 31 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Beacon Pointe Advisors held 339,722 shares of iShares ESG Aware MSCI EM ETF worth $18.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 26,792 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.4M.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #219 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 31 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.