Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cetera Investment Advisers’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 		$17.5M Sell
319,148
-45,265
-12% -$2.37M 0.02% 835
2026
Q1 		$16.6M Sell
364,413
-15,364
-4% -$726K 0.02% 772
2025
Q4 		$16.8M Buy
379,777
+52,848
+16% +$2.33M 0.02% 738
2025
Q3 		$14.2M Buy
326,929
+97,341
+42% +$3.97M 0.02% 804
2025
Q2 		$8.99M Sell
229,588
-96
-0% -$3.48K 0.02% 880
2025
Q1 		$8.03M Buy
229,684
+23,066
+11% +$803K 0.02% 869
2024
Q4 		$6.9M Sell
206,618
-1,785
-0.9% -$63K 0.01% 871
2024
Q3 		$7.59M Buy
208,403
+2,775
+1% +$94.8K 0.02% 813
2024
Q2 		$6.89M Buy
205,628
+34,837
+20% +$1.15M 0.02% 832
2024
Q1 		$5.5M Buy
170,791
+95,910
+128% +$3.02M 0.01% 934
2023
Q4 		$2.4M Sell
74,881
-144,775
-66% -$4.47M 0.02% 718
2023
Q3 		$6.65M Sell
219,656
-40,901
-16% -$1.3M 0.06% 329
2023
Q2 		$8.24M Sell
260,557
-49,155
-16% -$1.54M 0.07% 266
2023
Q1 		$9.75M Buy
309,712
+116,198
+60% +$3.68M 0.09% 223
2022
Q4 		$5.82M Buy
193,514
+127,939
+195% +$3.75M 0.05% 338
2022
Q3 		$1.81M Sell
65,575
-24,848
-27% -$775K 0.04% 486
2022
Q2 		$2.92M Sell
90,423
-158,808
-64% -$5.38M 0.05% 406
2022
Q1 		$9.15M Buy
249,231
+94,042
+61% +$3.61M 0.13% 159
2021
Q4 		$6.17M Sell
155,189
-63,672
-29% -$2.63M 0.09% 237
2021
Q3 		$9.07M Sell
218,861
-38,421
-15% -$1.64M 0.14% 155
2021
Q2 		$11.6M Buy
257,282
+156,036
+154% +$6.91M 0.19% 125
2021
Q1 		$4.38M Sell
101,246
-137,935
-58% -$6.13M 0.09% 253
2020
Q4 		$10M Buy
+239,181
New +$9.32M 0.2% 112

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

Cetera Investment Advisers's ESGE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $2.37M and leaving 319,148 shares worth $17.5M. The position accounts for 0.02% of the portfolio, ranked #835.

Cetera Investment Advisers first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cetera Investment Advisers held 319,148 shares of iShares ESG Aware MSCI EM ETF worth $17.5M as of Q2 2026.
  • Cetera Investment Advisers sold 45,265 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $2.37M.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #835 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.