Canandaigua National Bank & Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Canandaigua National Bank & Trust’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	$1.46M	Buy	+26,652	New	+$1.39M	0.12%	151
2025 Q4	$1.27M	Sell	28,840 -201	-0.7%	-$8.86K	0.11%	159
2025 Q3	$1.26M	Sell	29,041 -1,271	-4%	-$51.9K	0.11%	172
2025 Q2	$1.19M	Buy	30,312 +170	+0.6%	+$6.16K	0.11%	175
2025 Q1	$1.05M	Buy	30,142 +9	+0%	+$313	0.11%	177
2024 Q4	$1.01M	Sell	30,133 -965	-3%	-$34K	0.1%	177
2024 Q3	$1.13M	Buy	+31,098	New	+$1.06M	0.11%	175
2019 Q1	–	Sell	-6,627	Closed	-$203K	–	293
2018 Q4	$203K	Buy	+6,627	New	+$208K	0.04%	270

Other funds holding ESGE

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Canandaigua National Bank & Trust's ESGE Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 26,652 shares worth $1.46M. The stake represents 0.12% of the portfolio and ranks #151 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in ESGE as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in ESGE in Q4 2018 and has held it in 8 quarters since. 513 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Canandaigua National Bank & Trust held 26,652 shares of iShares ESG Aware MSCI EM ETF worth $1.46M as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.12% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #151 holding.
Canandaigua National Bank & Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 8 quarters since.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.