Brinker Capital Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brinker Capital Investments’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	$2.77M	Sell	50,724 -3,941	-7%	-$206K	0.02%	622
2026 Q1	$2.49M	Sell	54,665 -21,716	-28%	-$1.03M	0.02%	652
2025 Q4	$3.37M	Buy	76,381 +14,072	+23%	+$620K	0.02%	600
2025 Q3	$2.71M	Buy	62,309 +16,967	+37%	+$692K	0.02%	682
2025 Q2	$1.78M	Buy	45,342 +9,191	+25%	+$333K	0.02%	855
2025 Q1	$1.26M	Buy	36,151 +705	+2%	+$24.6K	0.01%	954
2024 Q4	$1.18M	Buy	35,446 +1,440	+4%	+$50.8K	0.01%	958
2024 Q3	$1.24M	Buy	34,006 +3,160	+10%	+$108K	0.01%	932
2024 Q2	$1.03M	Buy	30,846 +63	+0.2%	+$2.08K	0.01%	971
2024 Q1	$992K	Sell	30,783 -1,802	-6%	-$56.8K	0.01%	987
2023 Q4	$1.02M	Sell	32,585 -36,462	-53%	-$1.12M	0.01%	929
2023 Q3	$2.09M	Sell	69,047 -20,760	-23%	-$657K	0.03%	597
2023 Q2	$2.84M	Buy	89,807 +12,107	+16%	+$380K	0.03%	506
2023 Q1	$2.45M	Buy	77,700 +50,955	+191%	+$1.61M	0.03%	518
2022 Q4	$804K	Sell	26,745 -8,191	-23%	-$240K	0.02%	809
2022 Q3	$967K	Buy	34,936 +314	+0.9%	+$9.79K	0.02%	722
2022 Q2	$1.12M	Sell	34,622 -23,605	-41%	-$800K	0.02%	694
2022 Q1	$2.14M	Buy	58,227 +5,218	+10%	+$200K	0.03%	506
2021 Q4	$2.11M	Buy	53,009 +6,290	+13%	+$259K	0.03%	554
2021 Q3	$2.03M	Buy	46,719 +1,712	+4%	+$73.2K	0.03%	548
2021 Q2	$2.03M	Buy	45,007 +10,744	+31%	+$476K	0.03%	601
2021 Q1	$1.48M	Buy	34,263 +14,137	+70%	+$629K	0.02%	583
2020 Q4	$845K	Sell	20,126 -11,494	-36%	-$448K	0.01%	720
2020 Q3	$1.13M	Buy	31,620 +13,907	+79%	+$493K	0.02%	649
2020 Q2	$568K	Buy	17,713 +823	+5%	+$24.7K	0.02%	239
2020 Q1	$462K	Buy	16,890 +2,227	+15%	+$73.5K	0.02%	248
2019 Q4	$527K	Buy	14,663 +2,007	+16%	+$68.8K	0.02%	265
2019 Q3	$412K	Buy	12,656 +2,858	+29%	+$94K	0.01%	279
2019 Q2	$333K	Buy	9,798 +1,306	+15%	+$44.1K	0.01%	326
2019 Q1	$289K	Buy	8,492 +62	+0.7%	+$2.06K	0.01%	311
2018 Q4	$259K	Buy	8,430 +2,308	+38%	+$72.6K	0.01%	304
2018 Q3	$204K	Buy	6,122 +68	+1%	+$2.29K	0.01%	296
2018 Q2	$204K	Hold	6,054	–	–	0.01%	307
2018 Q1	$229K	Buy	6,054 +18	+0.3%	+$694	0.01%	286
2017 Q4	$223K	Hold	6,036	–	–	0.01%	298
2017 Q3	$210K	Sell	6,036 -13,486	-69%	-$460K	0.01%	283
2017 Q2	$627K	Buy	+19,522	New	+$616K	0.02%	227

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

Brinker Capital Investments's ESGE Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.2% in Q2 2026, selling an estimated $206K and leaving 50,724 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #622.

Brinker Capital Investments first reported a position in ESGE in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.37M in Q4 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Brinker Capital Investments held 50,724 shares of iShares ESG Aware MSCI EM ETF worth $2.77M as of Q2 2026.
Brinker Capital Investments sold 3,941 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $206K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #622 holding.
Brinker Capital Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2017 and has held it in 37 quarters since.
Brinker Capital Investments's iShares ESG Aware MSCI EM ETF position peaked at $3.37M in Q4 2025.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.