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Bradley Foster & Sargent’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bradley Foster & Sargent’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 		$419K Hold
7,667
– – 0.01% 432
2026
Q1 		$349K Buy
7,667
+477
+7% +$22.6K 0.01% 435
2025
Q4 		$318K Buy
7,190
+1,229
+21% +$54.2K ﹤0.01% 454
2025
Q3 		$259K Hold
5,961
– – ﹤0.01% 488
2025
Q2 		$233K Buy
+5,961
New +$216K ﹤0.01% 506

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

Bradley Foster & Sargent's ESGE Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 7,667 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #432.

Bradley Foster & Sargent first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Bradley Foster & Sargent held 7,667 shares of iShares ESG Aware MSCI EM ETF worth $419K as of Q2 2026.
  • Bradley Foster & Sargent 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 Bradley Foster & Sargent's portfolio in Q2 2026, its #432 holding.
  • Bradley Foster & Sargent first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.