Chicago Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Chicago 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	$202K	Buy	+3,698	New	+$193K	0.07%	63
2021 Q3	–	Sell	-7,469	Closed	-$337K	–	41
2021 Q2	$337K	Sell	7,469 -91	-1%	-$4.03K	0.24%	35
2021 Q1	$327K	Hold	7,560	–	–	0.26%	32
2020 Q4	$317K	Buy	+7,560	New	+$295K	0.29%	25

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

Chicago Wealth Management's ESGE Position: Q2 2026 in Review

Chicago Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,698 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in ESGE as recently as Q2 2021.

Chicago Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 4 quarters since. The position peaked at $337K in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Chicago Wealth Management held 3,698 shares of iShares ESG Aware MSCI EM ETF worth $202K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Chicago Wealth Management position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.07% of Chicago Wealth Management's portfolio in Q2 2026, its #63 holding.
Chicago Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 4 quarters since.
Chicago Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $337K in Q2 2021.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.