Capital Asset Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capital Asset Advisory Services’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	$221K	Sell	4,047 -1,254	-24%	-$65.5K	0.01%	336
2026 Q1	$268K	Sell	5,301 -354	-6%	-$16.7K	0.01%	253
2025 Q4	$262K	Buy	+5,655	New	+$249K	0.01%	253

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

Capital Asset Advisory Services's ESGE Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 24% in Q2 2026, selling an estimated $65.5K and leaving 4,047 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #336.

Capital Asset Advisory Services first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Capital Asset Advisory Services held 4,047 shares of iShares ESG Aware MSCI EM ETF worth $221K as of Q2 2026.
Capital Asset Advisory Services sold 1,254 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $65.5K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #336 holding.
Capital Asset Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
Capital Asset Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $268K in Q1 2026.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.