Cerity Partners
ESGE icon

Cerity Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cerity Partners’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 		$5.48M Buy
100,292
+3,402
+4% +$178K 0.01% 1053
2026
Q1 		$4.41M Buy
96,890
+15,474
+19% +$732K 0.01% 1074
2025
Q4 		$3.6M Buy
81,416
+6,589
+9% +$290K 0.01% 1076
2025
Q3 		$3.25M Buy
74,827
+5,030
+7% +$205K 0.01% 1068
2025
Q2 		$2.73M Buy
69,797
+1,680
+2% +$60.8K ﹤0.01% 1072
2025
Q1 		$2.38M Sell
68,117
-6,380
-9% -$222K ﹤0.01% 1036
2024
Q4 		$2.49M Buy
74,497
+3,716
+5% +$131K 0.01% 1010
2024
Q3 		$2.58M Buy
70,781
+12
+0% +$410 0.01% 974
2024
Q2 		$2.37M Buy
70,769
+2,475
+4% +$81.5K 0.01% 843
2024
Q1 		$2.2M Sell
68,294
-3,313
-5% -$104K 0.01% 928
2023
Q4 		$2.3M Buy
71,607
+52,908
+283% +$1.63M 0.01% 735
2023
Q3 		$566K Sell
18,699
-62,226
-77% -$1.97M ﹤0.01% 934
2023
Q2 		$2.56M Sell
80,925
-646
-0.8% -$20.3K 0.01% 658
2023
Q1 		$2.57M Buy
81,571
+6,574
+9% +$208K 0.01% 642
2022
Q4 		$2.25M Buy
74,997
+22,466
+43% +$658K 0.01% 507
2022
Q3 		$1.45M Buy
52,531
+10,484
+25% +$327K 0.02% 434
2022
Q2 		$1.36M Sell
42,047
-9,894
-19% -$335K 0.02% 489
2022
Q1 		$1.91M Buy
51,941
+8,725
+20% +$335K 0.03% 339
2021
Q4 		$1.72M Buy
43,216
+10,289
+31% +$424K 0.03% 347
2021
Q3 		$1.36M Sell
32,927
-2,163
-6% -$92.4K 0.03% 320
2021
Q2 		$1.58M Buy
35,090
+18,424
+111% +$816K 0.03% 297
2021
Q1 		$722K Buy
16,666
+711
+4% +$31.6K 0.02% 384
2020
Q4 		$670K Buy
+15,955
New +$622K 0.02% 362

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 22.9% 1-Year Est. Return

Cerity Partners's ESGE Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.5% in Q2 2026, buying an estimated $178K and bringing the position to 100,292 shares worth $5.48M. The position accounts for 0.01% of the portfolio, ranked #1053.

Cerity Partners first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cerity Partners held 100,292 shares of iShares ESG Aware MSCI EM ETF worth $5.48M as of Q2 2026.
  • Cerity Partners bought 3,402 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $178K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1053 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.