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BLB&B Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BLB&B 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
Q1 		$475K Sell
10,454
-159
-1% -$7.52K 0.02% 189
2025
Q4 		$469K Buy
10,613
+220
+2% +$9.7K 0.02% 192
2025
Q3 		$451K Sell
10,393
-800
-7% -$32.6K 0.02% 182
2025
Q2 		$438K Buy
11,193
+41
+0.4% +$1.48K 0.02% 187
2025
Q1 		$390K Buy
11,152
+1,866
+20% +$65K 0.02% 204
2024
Q4 		$310K Sell
9,286
-69
-0.7% -$2.43K 0.02% 220
2024
Q3 		$341K Sell
9,355
-721
-7% -$24.6K 0.02% 217
2024
Q2 		$338K Buy
10,076
+436
+5% +$14.4K 0.02% 209
2024
Q1 		$311K Hold
9,640
– – 0.02% 223
2023
Q4 		$309K Sell
9,640
-16
-0.2% -$494 0.02% 209
2023
Q3 		$292K Buy
+9,656
New +$306K 0.02% 195

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return