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Cassaday & Co Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cassaday & Co Wealth Management’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 		$46K Hold
842
– – ﹤0.01% 634
2026
Q1 		$38.3K Buy
+842
New +$39.8K ﹤0.01% 666

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

Cassaday & Co Wealth Management's ESGE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 842 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Cassaday & Co Wealth Management first reported a position in ESGE in Q1 2026 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cassaday & Co Wealth Management held 842 shares of iShares ESG Aware MSCI EM ETF worth $46K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.