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

Bell 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 		$652K Sell
11,914
-2,396
-17% -$125K 0.1% 72
2026
Q1 		$651K Buy
14,310
+1,054
+8% +$49.8K 0.1% 71
2025
Q4 		$585K Sell
13,256
-35
-0.3% -$1.54K 0.09% 71
2025
Q3 		$577K Sell
13,291
-643
-5% -$26.2K 0.09% 71
2025
Q2 		$546K Sell
13,934
-1,929
-12% -$69.8K 0.09% 70
2025
Q1 		$554K Sell
15,863
-363
-2% -$12.6K 0.1% 62
2024
Q4 		$542K Buy
16,226
+1,440
+10% +$50.8K 0.1% 65
2024
Q3 		$538K Buy
14,786
+329
+2% +$11.2K 0.1% 65
2024
Q2 		$485K Buy
14,457
+359
+3% +$11.8K 0.1% 66
2024
Q1 		$454K Buy
14,098
+1,009
+8% +$31.8K 0.09% 70
2023
Q4 		$420K Buy
13,089
+594
+5% +$18.3K 0.09% 69
2023
Q3 		$378K Sell
12,495
-347
-3% -$11K 0.08% 71
2023
Q2 		$406K Buy
12,842
+1,060
+9% +$33.3K 0.09% 62
2023
Q1 		$371K Buy
11,782
+2,068
+21% +$65.5K 0.09% 62
2022
Q4 		$292K Buy
9,714
+1,773
+22% +$52K 0.07% 67
2022
Q3 		$220K Sell
7,941
-656
-8% -$20.5K 0.07% 63
2022
Q2 		$278K Buy
+8,597
New +$292K 0.09% 57
2021
Q4 		$292K Buy
7,335
+2,129
+41% +$87.8K 0.08% 64
2021
Q3 		$216K Buy
+5,206
New +$223K 0.06% 66

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

Bell Investment Advisors's ESGE Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, selling an estimated $125K and leaving 11,914 shares worth $652K. The position accounts for 0.1% of the portfolio, ranked #72.

Bell Investment Advisors 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.

  • Bell Investment Advisors held 11,914 shares of iShares ESG Aware MSCI EM ETF worth $652K as of Q2 2026.
  • Bell Investment Advisors sold 2,396 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $125K.
  • iShares ESG Aware MSCI EM ETF made up 0.1% of Bell Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Bell Investment Advisors 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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.