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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
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
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

Blue Edge Capital's ESGE Position: Q1 2026 in Review

Blue Edge Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.19% in Q1 2026, buying an estimated $4.68K and bringing the position to 52,708 shares worth $2.4M. The position accounts for 0.32% of the portfolio, ranked #58.

Blue Edge Capital first reported a position in ESGE in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q3 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Blue Edge Capital held 52,708 shares of iShares ESG Aware MSCI EM ETF worth $2.4M as of Q1 2026.
  • Blue Edge Capital bought 99 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.68K.
  • iShares ESG Aware MSCI EM ETF made up 0.32% of Blue Edge Capital's portfolio in Q1 2026, its #58 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 27 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI EM ETF position peaked at $2.42M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.