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Clarity Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Clarity Asset 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 		– Sell
-406
Closed -$18.5K – 121
2026
Q1 		$18.5K Hold
406
– – 0.01% 203
2025
Q4 		$17.9K Sell
406
-40
-9% -$1.76K 0.01% 172
2025
Q3 		$19.4K Hold
446
– – 0.01% 174
2025
Q2 		$17.5K Sell
446
-122
-21% -$4.42K 0.01% 181
2025
Q1 		$19.8K Buy
568
+1
+0.2% +$35 0.01% 147
2024
Q4 		$18.9K Buy
567
+8
+1% +$282 0.01% 145
2024
Q3 		$20.3K Hold
559
– – 0.01% 131
2024
Q2 		$18.7K Buy
559
+9
+2% +$296 0.01% 127
2024
Q1 		$17.7K Sell
550
-681
-55% -$21.5K 0.01% 137
2023
Q4 		$39.5K Buy
+1,231
New +$38K 0.03% 107

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Clarity Asset Management's ESGE Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 406 shares — an estimated $18.5K sold.

Clarity Asset Management first reported a position in ESGE in Q4 2023 and held it in 10 quarters. The position peaked at $39.5K in Q4 2023. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 406 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $18.5K.
  • Clarity Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $39.5K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.