BOK Financial Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BOK Financial Private Wealth’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	$38.3K	Hold	701	–	–	﹤0.01%	304
2026 Q1	$31.9K	Hold	701	–	–	﹤0.01%	297
2025 Q4	$31K	Buy	701 +43	+7%	+$1.9K	﹤0.01%	327
2025 Q3	$28.6K	Hold	658	–	–	﹤0.01%	285
2025 Q2	$25.8K	Hold	658	–	–	﹤0.01%	297
2025 Q1	$23K	Hold	658	–	–	﹤0.01%	330
2024 Q4	$22K	Hold	658	–	–	﹤0.01%	319
2024 Q3	$24K	Sell	658 -550	-46%	-$18.8K	﹤0.01%	325
2024 Q2	$40.5K	Hold	1,208	–	–	﹤0.01%	282
2024 Q1	$38.9K	Hold	1,208	–	–	﹤0.01%	278
2023 Q4	$38.7K	Hold	1,208	–	–	﹤0.01%	271
2023 Q3	$36.6K	Hold	1,208	–	–	﹤0.01%	252
2023 Q2	$38.2K	Hold	1,208	–	–	﹤0.01%	245
2023 Q1	$38K	Hold	1,208	–	–	﹤0.01%	261
2022 Q4	$36.3K	Sell	1,208 -16,643	-93%	-$488K	﹤0.01%	252
2022 Q3	$494K	Buy	17,851 +1,179	+7%	+$36.8K	0.04%	128
2022 Q2	$539K	Sell	16,672 -7,334	-31%	-$249K	0.05%	125
2022 Q1	$882K	Buy	+24,006	New	+$922K	0.06%	137

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

BOK Financial Private Wealth's ESGE Position: Q2 2026 in Review

BOK Financial Private Wealth held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 701 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

BOK Financial Private Wealth first reported a position in ESGE in Q1 2022 and has held it in 18 quarters since. The position peaked at $882K in Q1 2022. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

BOK Financial Private Wealth held 701 shares of iShares ESG Aware MSCI EM ETF worth $38.3K as of Q2 2026.
BOK Financial Private Wealth left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #304 holding.
BOK Financial Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 18 quarters since.
BOK Financial Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $882K in Q1 2022.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.