Centerpoint Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Centerpoint Advisors’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	$10K	Buy	178 +3	+2%	+$157	﹤0.01%	333
2026 Q1	$8K	Buy	175 +28	+19%	+$1.32K	﹤0.01%	327
2025 Q4	$6K	Buy	147 +14	+11%	+$617	﹤0.01%	353
2025 Q3	$6K	Buy	133 +18	+16%	+$734	﹤0.01%	362
2025 Q2	$5K	Buy	115 +7	+6%	+$253	﹤0.01%	330
2025 Q1	$4K	Buy	108 +18	+20%	+$627	﹤0.01%	350
2024 Q4	$3K	Buy	90 +35	+64%	+$1.24K	﹤0.01%	399
2024 Q3	$2K	Hold	55	–	–	﹤0.01%	432
2024 Q2	$2K	Buy	55 +7	+15%	+$231	﹤0.01%	405
2024 Q1	$2K	Buy	48 +11	+30%	+$347	﹤0.01%	390
2023 Q4	$1K	Buy	37 +21	+131%	+$648	﹤0.01%	404
2023 Q3	$0	Buy	16 +2	+14%	+$63	﹤0.01%	574
2023 Q2	$0	Buy	14 +9	+180%	+$282	﹤0.01%	576
2023 Q1	$0	Buy	+5	New	+$158	﹤0.01%	584

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 22.96% 1-Year Est. Return

Centerpoint Advisors's ESGE Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.7% in Q2 2026, buying an estimated $157 and bringing the position to 178 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Centerpoint Advisors first reported a position in ESGE in Q1 2023 and has held it in 14 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Centerpoint Advisors held 178 shares of iShares ESG Aware MSCI EM ETF worth $10K as of Q2 2026.
Centerpoint Advisors bought 3 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $157.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #333 holding.
Centerpoint Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 14 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.