Buck Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Buck Wealth Strategies’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	$20K	Buy	+366	New	+$19.1K	﹤0.01%	475
2023 Q4	–	Sell	-25	Closed	-$757	–	144
2023 Q3	$757	Sell	25 -1,223	-98%	-$38.7K	﹤0.01%	341
2023 Q2	$59.7K	Hold	1,248	–	–	0.03%	77
2023 Q1	$59K	Buy	+1,248	New	+$39.5K	0.03%	50

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 22.9% 1-Year Est. Return

Buck Wealth Strategies's ESGE Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 366 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in ESGE as recently as Q3 2023.

Buck Wealth Strategies first reported a position in ESGE in Q1 2023 and has held it in 4 quarters since. The position peaked at $59.7K in Q2 2023. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Buck Wealth Strategies held 366 shares of iShares ESG Aware MSCI EM ETF worth $20K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #475 holding.
Buck Wealth Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares ESG Aware MSCI EM ETF position peaked at $59.7K in Q2 2023.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.