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C.M. Bidwell & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

C.M. Bidwell & Associates’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 		$60.4K Sell
1,104
-79
-7% -$4.13K 0.02% 224
2026
Q1 		$53.8K Sell
1,183
-66
-5% -$3.12K 0.03% 220
2025
Q4 		$55.2K Hold
1,249
– – 0.03% 224
2025
Q3 		$54.2K Sell
1,249
-633
-34% -$25.8K 0.03% 218
2025
Q2 		$73.7K Sell
1,882
-45
-2% -$1.63K 0.04% 196
2025
Q1 		$67.3K Hold
1,927
– – 0.04% 192
2024
Q4 		$64.3K Hold
1,927
– – 0.04% 215
2024
Q3 		$70.2K Hold
1,927
– – 0.04% 206
2024
Q2 		$64.6K Sell
1,927
-45
-2% -$1.48K 0.04% 212
2024
Q1 		$63.6K Buy
1,972
+19
+1% +$599 0.04% 216
2023
Q4 		$62.6K Sell
1,953
-35
-2% -$1.08K 0.05% 205
2023
Q3 		$60.2K Sell
1,988
-190
-9% -$6.02K 0.05% 273
2023
Q2 		$68.9K Sell
2,178
-556
-20% -$17.4K 0.05% 267
2023
Q1 		$86.1K Buy
2,734
+653
+31% +$20.7K 0.07% 249
2022
Q4 		$62.6K Sell
2,081
-238
-10% -$6.97K 0.05% 276
2022
Q3 		$64K Sell
2,319
-97
-4% -$3.03K 0.05% 266
2022
Q2 		$78K Sell
2,416
-478
-17% -$16.2K 0.06% 249
2022
Q1 		$106K Sell
2,894
-81
-3% -$3.11K 0.07% 231
2021
Q4 		$118K Buy
2,975
+1,068
+56% +$44K 0.07% 226
2021
Q3 		$79K Buy
1,907
+30
+2% +$1.28K 0.05% 251
2021
Q2 		$85K Buy
1,877
+45
+2% +$1.99K 0.06% 256
2021
Q1 		$79K Sell
1,832
-173
-9% -$7.69K 0.06% 260
2020
Q4 		$84K Buy
2,005
+1,215
+154% +$47.4K 0.07% 252
2020
Q3 		$28K Buy
790
+135
+21% +$4.78K 0.03% 290
2020
Q2 		$21K Buy
+655
New +$19.7K 0.02% 299

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

C.M. Bidwell & Associates's ESGE Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q2 2026, selling an estimated $4.13K and leaving 1,104 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #224.

C.M. Bidwell & Associates first reported a position in ESGE in Q2 2020 and has held it in 25 quarters since. The position peaked at $118K in Q4 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • C.M. Bidwell & Associates held 1,104 shares of iShares ESG Aware MSCI EM ETF worth $60.4K as of Q2 2026.
  • C.M. Bidwell & Associates sold 79 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.13K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #224 holding.
  • C.M. Bidwell & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 25 quarters since.
  • C.M. Bidwell & Associates's iShares ESG Aware MSCI EM ETF position peaked at $118K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.