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Concord Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Concord Wealth Partners’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 		$3.94K Buy
+72
New +$3.76K ﹤0.01% 689
2026
Q1 		– Sell
-96
Closed -$4.24K – 370
2025
Q4 		$4.24K Sell
96
-683
-88% -$30.1K ﹤0.01% 645
2025
Q3 		$33.8K Hold
779
– – ﹤0.01% 391
2025
Q2 		$30.5K Sell
779
-160
-17% -$5.79K ﹤0.01% 405
2025
Q1 		$32.8K Sell
939
-1,282
-58% -$44.6K 0.01% 378
2024
Q4 		$74.2K Sell
2,221
-266
-11% -$9.38K 0.01% 282
2024
Q3 		$90.5K Sell
2,487
-2,918
-54% -$99.6K 0.02% 268
2024
Q2 		$181K Sell
5,405
-2,411
-31% -$79.4K 0.03% 202
2024
Q1 		$252K Sell
7,816
-2,782
-26% -$87.7K 0.05% 185
2023
Q4 		$340K Sell
10,598
-4,489
-30% -$138K 0.07% 153
2023
Q3 		$457K Sell
15,087
-738
-5% -$23.4K 0.1% 129
2023
Q2 		$501K Buy
15,825
+1,929
+14% +$60.5K 0.11% 111
2023
Q1 		$437K Sell
13,896
-1,892
-12% -$60K 0.12% 93
2022
Q4 		$475K Sell
15,788
-903
-5% -$26.5K 0.14% 86
2022
Q3 		$462K Sell
16,691
-891
-5% -$27.8K 0.15% 93
2022
Q2 		$568K Buy
17,582
+2,411
+16% +$81.8K 0.16% 90
2022
Q1 		$557K Buy
15,171
+2,185
+17% +$83.9K 0.14% 94
2021
Q4 		$516K Buy
12,986
+5,878
+83% +$242K 0.13% 98
2021
Q3 		$295K Buy
7,108
+3,013
+74% +$129K 0.12% 62
2021
Q2 		$185K Buy
+4,095
New +$181K 0.05% 148

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

Concord Wealth Partners's ESGE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 72 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ESGE as recently as Q4 2025.

Concord Wealth Partners first reported a position in ESGE in Q2 2021 and has held it in 20 quarters since. The position peaked at $568K in Q2 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Concord Wealth Partners held 72 shares of iShares ESG Aware MSCI EM ETF worth $3.94K as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #689 holding.
  • Concord Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $568K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.