Blue Edge Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Blue Edge Capital’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	$3.06M	Buy	55,892 +3,184	+6%	+$166K	0.37%	55
2026 Q1	$2.4M	Buy	52,708 +99	+0.2%	+$4.68K	0.32%	58
2025 Q4	$2.32M	Sell	52,609 -3,196	-6%	-$141K	0.31%	58
2025 Q3	$2.42M	Buy	55,805 +4,647	+9%	+$190K	0.34%	56
2025 Q2	$2M	Buy	51,158 +5,677	+12%	+$206K	0.3%	61
2025 Q1	$1.59M	Buy	45,481 +4,553	+11%	+$159K	0.26%	62
2024 Q4	$1.37M	Sell	40,928 -1,198	-3%	-$42.3K	0.22%	64
2024 Q3	$1.53M	Sell	42,126 -1,748	-4%	-$59.7K	0.24%	62
2024 Q2	$1.47M	Buy	43,874 +344	+0.8%	+$11.3K	0.24%	66
2024 Q1	$1.4M	Buy	43,530 +6,445	+17%	+$203K	0.23%	67
2023 Q4	$1.19M	Buy	37,085 +6,199	+20%	+$191K	0.22%	65
2023 Q3	$935K	Sell	30,886 -4,448	-13%	-$141K	0.2%	66
2023 Q2	$1.12M	Buy	35,334 +3,848	+12%	+$121K	0.23%	62
2023 Q1	$991K	Buy	31,486 +4,483	+17%	+$142K	0.21%	62
2022 Q4	$812K	Sell	27,003 -545	-2%	-$16K	0.19%	72
2022 Q3	$762K	Sell	27,548 -3,516	-11%	-$110K	0.19%	71
2022 Q2	$1M	Buy	31,064 +338	+1%	+$11.5K	0.23%	68
2022 Q1	$1.13M	Sell	30,726 -4,800	-14%	-$184K	0.23%	71
2021 Q4	$1.41M	Sell	35,526 -5,064	-12%	-$209K	0.27%	67
2021 Q3	$1.68M	Buy	40,590 +8,955	+28%	+$383K	0.35%	61
2021 Q2	$1.43M	Sell	31,635 -2,518	-7%	-$112K	0.3%	66
2021 Q1	$1.48M	Buy	34,153 +5,259	+18%	+$234K	0.33%	61
2020 Q4	$1.21M	Buy	28,894 +2,029	+8%	+$79.1K	0.29%	66
2020 Q3	$957K	Buy	26,865 +3,129	+13%	+$111K	0.26%	64
2020 Q2	$761K	Buy	23,736 +1,067	+5%	+$32.1K	0.23%	65
2020 Q1	$620K	Buy	22,669 +8,884	+64%	+$293K	0.22%	70
2019 Q4	$495K	Buy	13,785 +6,623	+92%	+$227K	0.16%	76
2019 Q3	$233K	Buy	+7,162	New	+$235K	0.08%	87

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

Blue Edge Capital's ESGE Position: Q2 2026 in Review

Blue Edge Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6% in Q2 2026, buying an estimated $166K and bringing the position to 55,892 shares worth $3.06M. The position accounts for 0.37% of the portfolio, ranked #55.

Blue Edge Capital first reported a position in ESGE in Q3 2019 and has held it in 28 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Blue Edge Capital held 55,892 shares of iShares ESG Aware MSCI EM ETF worth $3.06M as of Q2 2026.
Blue Edge Capital bought 3,184 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $166K.
iShares ESG Aware MSCI EM ETF made up 0.37% of Blue Edge Capital's portfolio in Q2 2026, its #55 holding.
Blue Edge Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 28 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.