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

Capital Analysts LLC’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
Q1 		$747K Buy
16,424
+1,072
+7% +$50.7K 0.02% 380
2025
Q4 		$678K Buy
15,352
+1,423
+10% +$62.7K 0.02% 377
2025
Q3 		$605K Buy
13,929
+585
+4% +$23.9K 0.02% 392
2025
Q2 		$522K Buy
13,344
+845
+7% +$30.6K 0.02% 380
2025
Q1 		$437K Sell
12,499
-2,598
-17% -$90.5K 0.02% 395
2024
Q4 		$504K Buy
15,097
+575
+4% +$20.3K 0.02% 328
2024
Q3 		$529K Buy
14,522
+94
+0.7% +$3.21K 0.02% 318
2024
Q2 		$484K Buy
14,428
+716
+5% +$23.6K 0.02% 332
2024
Q1 		$442K Buy
13,712
+1,099
+9% +$34.6K 0.02% 331
2023
Q4 		$404K Buy
12,613
+558
+5% +$17.2K 0.02% 340
2023
Q3 		$365K Sell
12,055
-702
-6% -$22.2K 0.02% 334
2023
Q2 		$403K Sell
12,757
-32
-0.3% -$1K 0.02% 318
2023
Q1 		$403K Buy
12,789
+672
+6% +$21.3K 0.02% 314
2022
Q4 		$364K Buy
12,117
+880
+8% +$25.8K 0.02% 328
2022
Q3 		$311K Buy
11,237
+3,409
+44% +$106K 0.02% 311
2022
Q2 		$253K Buy
7,828
+2,533
+48% +$85.9K 0.02% 319
2022
Q1 		$194K Buy
5,295
+349
+7% +$13.4K 0.01% 343
2021
Q4 		$197K Buy
4,946
+284
+6% +$11.7K 0.01% 342
2021
Q3 		$193K Sell
4,662
-105
-2% -$4.49K 0.01% 345
2021
Q2 		$215K Buy
4,767
+2,241
+89% +$99.2K 0.01% 330
2021
Q1 		$109K Buy
2,526
+1,206
+91% +$53.6K 0.01% 440
2020
Q4 		$55K Buy
1,320
+734
+125% +$28.6K ﹤0.01% 405
2020
Q3 		$21K Buy
586
+220
+60% +$7.79K ﹤0.01% 497
2020
Q2 		$12K Buy
366
+2
+0.5% +$60 ﹤0.01% 528
2020
Q1 		$10K Buy
+364
New +$12K ﹤0.01% 513

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Capital Analysts LLC's ESGE Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7% in Q1 2026, buying an estimated $50.7K and bringing the position to 16,424 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #380.

Capital Analysts LLC first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Capital Analysts LLC held 16,424 shares of iShares ESG Aware MSCI EM ETF worth $747K as of Q1 2026.
  • Capital Analysts LLC bought 1,072 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $50.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #380 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.