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

CGN 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 		$671K Buy
12,267
+17
+0.1% +$888 0.05% 205
2026
Q1 		$557K Sell
12,250
-655
-5% -$31K 0.04% 215
2025
Q4 		$570K Buy
12,905
+141
+1% +$6.22K 0.05% 216
2025
Q3 		$554K Buy
12,764
+1,417
+12% +$57.8K 0.05% 209
2025
Q2 		$444K Buy
11,347
+315
+3% +$11.4K 0.04% 225
2025
Q1 		$386K Sell
11,032
-557
-5% -$19.4K 0.04% 236
2024
Q4 		$387K Buy
11,589
+1,259
+12% +$44.4K 0.04% 227
2024
Q3 		$376K Buy
10,330
+3,333
+48% +$114K 0.04% 224
2024
Q2 		$235K Buy
+6,997
New +$230K 0.03% 252
2023
Q4 		– Sell
-7,453
Closed -$226K – 251
2023
Q3 		$226K Buy
7,453
+711
+11% +$22.5K 0.03% 243
2023
Q2 		$213K Buy
6,742
+189
+3% +$5.93K 0.03% 219
2023
Q1 		$206K Buy
+6,553
New +$208K 0.03% 215
2022
Q4 		– Sell
-8,652
Closed -$239K – 219
2022
Q3 		$239K Buy
+8,652
New +$270K 0.06% 210
2021
Q3 		– Sell
-8,076
Closed -$365K – 200
2021
Q2 		$365K Sell
8,076
-105
-1% -$4.65K 0.12% 160
2021
Q1 		$354K Buy
8,181
+1,171
+17% +$52.1K 0.13% 149
2020
Q4 		$294K Buy
+7,010
New +$273K 0.12% 157

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

CGN Advisors's ESGE Position: Q2 2026 in Review

CGN Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.14% in Q2 2026, buying an estimated $888 and bringing the position to 12,267 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #205.

CGN Advisors first reported a position in ESGE in Q4 2020 and has held it in 16 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • CGN Advisors held 12,267 shares of iShares ESG Aware MSCI EM ETF worth $671K as of Q2 2026.
  • CGN Advisors bought 17 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $888.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of CGN Advisors's portfolio in Q2 2026, its #205 holding.
  • CGN Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 16 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.