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Caprock Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Caprock Group’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 		$477K Buy
8,718
+64
+0.7% +$3.35K 0.01% 865
2026
Q1 		$393K Hold
8,654
– – 0.01% 828
2025
Q4 		$382K Hold
8,654
– – 0.01% 909
2025
Q3 		$350K Buy
+8,654
New +$353K 0.01% 902
2024
Q1 		– Sell
-8,750
Closed -$281K – 728
2023
Q4 		$281K Buy
8,750
+166
+2% +$5.12K 0.02% 552
2023
Q3 		$260K Hold
8,584
– – 0.02% 535
2023
Q2 		$272K Buy
8,584
+59
+0.7% +$1.85K 0.02% 525
2023
Q1 		$268K Hold
8,525
– – 0.02% 521
2022
Q4 		$256K Buy
8,525
+148
+2% +$4.34K 0.02% 442
2022
Q3 		$232K Sell
8,377
-5,122
-38% -$160K 0.02% 477
2022
Q2 		$436K Sell
13,499
-5,064
-27% -$172K 0.04% 291
2022
Q1 		$682K Buy
18,563
+10,258
+124% +$394K 0.06% 233
2021
Q4 		$330K Buy
8,305
+447
+6% +$18.4K 0.03% 394
2021
Q3 		$326K Hold
7,858
– – 0.03% 350
2021
Q2 		$355K Buy
7,858
+39
+0.5% +$1.73K 0.03% 319
2021
Q1 		$339K Hold
7,819
– – 0.04% 303
2020
Q4 		$328K Buy
7,819
+65
+0.8% +$2.53K 0.04% 307
2020
Q3 		$276K Hold
7,754
– – 0.04% 309
2020
Q2 		$249K Buy
7,754
+50
+0.6% +$1.5K 0.04% 320
2020
Q1 		$211K Hold
7,704
– – 0.04% 303
2019
Q4 		$277K Buy
7,704
+1,491
+24% +$51.1K 0.05% 262
2019
Q3 		$202K Hold
6,213
– – 0.04% 316
2019
Q2 		$211K Buy
6,213
+47
+0.8% +$1.59K 0.04% 300
2019
Q1 		$210K Buy
+6,166
New +$205K 0.04% 338
2018
Q4 		– Sell
-6,080
Closed -$203K – 376
2018
Q3 		$203K Hold
6,080
– – 0.04% 370
2018
Q2 		$205K Buy
+6,080
New +$219K 0.04% 390
2018
Q1 		– Sell
-5,220
Closed -$202K – 467
2017
Q4 		$202K Buy
+5,220
New +$188K 0.04% 430

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

Caprock Group's ESGE Position: Q2 2026 in Review

Caprock Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.74% in Q2 2026, buying an estimated $3.35K and bringing the position to 8,718 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #865.

Caprock Group first reported a position in ESGE in Q4 2017 and has held it in 27 quarters since. The position peaked at $682K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Caprock Group held 8,718 shares of iShares ESG Aware MSCI EM ETF worth $477K as of Q2 2026.
  • Caprock Group bought 64 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.35K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #865 holding.
  • Caprock Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 27 quarters since.
  • Caprock Group's iShares ESG Aware MSCI EM ETF position peaked at $682K in Q1 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.