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Choreo LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Choreo LLC’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 		$1.87M Sell
34,244
-1,937
-5% -$101K 0.02% 430
2026
Q1 		$1.64M Sell
36,181
-753
-2% -$35.6K 0.02% 457
2025
Q4 		$1.64M Sell
36,934
-379
-1% -$16.7K 0.02% 427
2025
Q3 		$1.62M Sell
37,313
-1,840
-5% -$75.1K 0.02% 425
2025
Q2 		$1.53M Sell
39,153
-8,117
-17% -$294K 0.02% 437
2025
Q1 		$1.65M Sell
47,270
-8,612
-15% -$300K 0.03% 383
2024
Q4 		$1.87M Sell
55,882
-6,075
-10% -$214K 0.03% 370
2024
Q3 		$2.27M Sell
61,957
-540
-0.9% -$18.4K 0.03% 325
2024
Q2 		$2.1M Buy
62,497
+2,310
+4% +$76.1K 0.04% 307
2024
Q1 		$1.94M Sell
60,187
-1,171
-2% -$36.9K 0.05% 183
2023
Q4 		$1.97M Sell
61,358
-6,463
-10% -$199K 0.05% 178
2023
Q3 		$2.05M Buy
67,821
+9,549
+16% +$302K 0.07% 138
2023
Q2 		$1.84M Sell
58,272
-939
-2% -$29.5K 0.06% 152
2023
Q1 		$1.86M Buy
+59,211
New +$1.88M 0.07% 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

Choreo LLC's ESGE Position: Q2 2026 in Review

Choreo LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.4% in Q2 2026, selling an estimated $101K and leaving 34,244 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #430.

Choreo LLC first reported a position in ESGE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q3 2024. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Choreo LLC held 34,244 shares of iShares ESG Aware MSCI EM ETF worth $1.87M as of Q2 2026.
  • Choreo LLC sold 1,937 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $101K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #430 holding.
  • Choreo LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 14 quarters since.
  • Choreo LLC's iShares ESG Aware MSCI EM ETF position peaked at $2.27M in Q3 2024.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.