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Capital Advantage’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capital Advantage’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 		$700K Sell
12,805
-60
-0.5% -$3.14K 0.09% 83
2026
Q1 		$585K Buy
12,865
+977
+8% +$46.2K 0.08% 89
2025
Q4 		$525K Buy
11,888
+455
+4% +$20.1K 0.07% 95
2025
Q3 		$496K Buy
11,433
+401
+4% +$16.4K 0.07% 93
2025
Q2 		$432K Buy
11,032
+675
+7% +$24.4K 0.07% 103
2025
Q1 		$346K Hold
10,357
– – 0.06% 103
2024
Q4 		$346K Buy
+10,357
New +$365K 0.06% 103

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

Capital Advantage's ESGE Position: Q2 2026 in Review

Capital Advantage reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.47% in Q2 2026, selling an estimated $3.14K and leaving 12,805 shares worth $700K. The position accounts for 0.09% of the portfolio, ranked #83.

Capital Advantage first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Capital Advantage held 12,805 shares of iShares ESG Aware MSCI EM ETF worth $700K as of Q2 2026.
  • Capital Advantage sold 60 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.14K.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Capital Advantage's portfolio in Q2 2026, its #83 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.