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

Bigelow 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 		$327K Hold
5,975
– – 0.12% 138
2026
Q1 		$272K Buy
5,975
+5
+0.1% +$236 0.11% 133
2025
Q4 		$264K Buy
5,970
+80
+1% +$3.53K 0.1% 138
2025
Q3 		$256K Sell
5,890
-8
-0.1% -$326 0.1% 142
2025
Q2 		$231K Hold
5,898
– – 0.1% 142
2025
Q1 		$206K Sell
5,898
-538
-8% -$18.7K 0.1% 144
2024
Q4 		$215K Sell
6,436
-617
-9% -$21.8K 0.1% 144
2024
Q3 		$257K Buy
7,053
+234
+3% +$7.99K 0.11% 144
2024
Q2 		$229K Sell
6,819
-229
-3% -$7.54K 0.11% 147
2024
Q1 		$227K Hold
7,048
– – 0.11% 146
2023
Q4 		$226K Sell
7,048
-453
-6% -$14K 0.12% 143
2023
Q3 		$227K Sell
7,501
-20
-0.3% -$633 0.13% 141
2023
Q2 		$238K Buy
7,521
+746
+11% +$23.4K 0.13% 142
2023
Q1 		$213K Sell
6,775
-229
-3% -$7.26K 0.12% 143
2022
Q4 		$211K Sell
7,004
-1,433
-17% -$42K 0.12% 139
2022
Q3 		$233K Buy
8,437
+167
+2% +$5.21K 0.14% 129
2022
Q2 		$267K Buy
8,270
+65
+0.8% +$2.2K 0.15% 127
2022
Q1 		$301K Buy
8,205
+615
+8% +$23.6K 0.14% 126
2021
Q4 		$302K Sell
7,590
-415
-5% -$17.1K 0.14% 121
2021
Q3 		$332K Buy
8,005
+1,937
+32% +$82.8K 0.16% 113
2021
Q2 		$274K Hold
6,068
– – 0.13% 125
2021
Q1 		$263K Buy
6,068
+450
+8% +$20K 0.13% 126
2020
Q4 		$236K Buy
+5,618
New +$219K 0.13% 131
2020
Q1 		– Sell
-5,733
Closed -$206K – 140
2019
Q4 		$206K Buy
+5,733
New +$197K 0.12% 153

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

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

Bigelow Investment Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 5,975 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #138.

Bigelow Investment Advisors first reported a position in ESGE in Q4 2019 and has held it in 24 quarters since. The position peaked at $332K in Q3 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Bigelow Investment Advisors held 5,975 shares of iShares ESG Aware MSCI EM ETF worth $327K as of Q2 2026.
  • Bigelow Investment Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of Bigelow Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 24 quarters since.
  • Bigelow Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $332K in Q3 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.