Cape Investment Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cape Investment Advisory’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	$8.64K	Buy	+158	New	+$8.26K	﹤0.01%	897
2026 Q1	–	Sell	-158	Closed	-$6.98K	–	498
2025 Q4	$6.98K	Hold	158	–	–	﹤0.01%	828
2025 Q3	$6.86K	Hold	158	–	–	0.01%	466
2025 Q2	$6.19K	Hold	158	–	–	﹤0.01%	716
2025 Q1	$5.52K	Hold	158	–	–	﹤0.01%	724
2024 Q4	$5.28K	Hold	158	–	–	﹤0.01%	727
2024 Q3	$5.75K	Sell	158 -43	-21%	-$1.47K	﹤0.01%	673
2024 Q2	$6.74K	Sell	201 -28	-12%	-$922	﹤0.01%	596
2024 Q1	$7.38K	Hold	229	–	–	﹤0.01%	593
2023 Q4	$7.34K	Sell	229 -26	-10%	-$802	﹤0.01%	721
2023 Q3	$7.72K	Buy	255 +26	+11%	+$823	﹤0.01%	605
2023 Q2	$7.24K	Hold	229	–	–	﹤0.01%	607
2023 Q1	$7.21K	Buy	+229	New	+$7.26K	﹤0.01%	602

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

Cape Investment Advisory's ESGE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 158 shares worth $8.64K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ESGE as recently as Q4 2025.

Cape Investment Advisory first reported a position in ESGE in Q1 2023 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Cape Investment Advisory held 158 shares of iShares ESG Aware MSCI EM ETF worth $8.64K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Cape Investment Advisory position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #897 holding.
Cape Investment Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 13 quarters since.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.