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Cambridge Financial Group (Arizona)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cambridge Financial Group (Arizona)’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 		$605K Sell
11,065
-489
-4% -$25.6K 0.19% 89
2026
Q1 		$525K Sell
11,554
-786
-6% -$37.2K 0.18% 100
2025
Q4 		$433K Buy
12,340
+351
+3% +$15.5K 0.15% 109
2025
Q3 		$521K Buy
11,989
+136
+1% +$5.55K 0.17% 99
2025
Q2 		$464K Sell
11,853
-2,244
-16% -$81.2K 0.17% 89
2025
Q1 		$493K Buy
14,097
+1,780
+14% +$62K 0.21% 84
2024
Q4 		$411K Sell
12,317
-3,308
-21% -$117K 0.18% 86
2024
Q3 		$569K Sell
15,625
-606
-4% -$20.7K 0.24% 73
2024
Q2 		$544K Buy
16,231
+51
+0.3% +$1.68K 0.25% 73
2024
Q1 		$522K Sell
16,180
-118
-0.7% -$3.72K 0.25% 72
2023
Q4 		$523K Buy
+16,298
New +$503K 0.27% 69

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s ESGE Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.2% in Q2 2026, selling an estimated $25.6K and leaving 11,065 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #89.

Cambridge Financial Group (Arizona) first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 199 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 11,065 shares of iShares ESG Aware MSCI EM ETF worth $605K as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 489 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $25.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #89 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.