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

Concurrent Investment 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 		$992K Buy
18,132
+2,910
+19% +$152K 0.01% 1013
2026
Q1 		$692K Buy
15,222
+3,976
+35% +$188K 0.01% 1062
2025
Q4 		$497K Buy
11,246
+6,150
+121% +$271K 0.01% 1144
2025
Q3 		$221K Sell
5,096
-33
-0.6% -$1.35K ﹤0.01% 1298
2025
Q2 		$201K Buy
+5,129
New +$186K ﹤0.01% 1267

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors's ESGE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 19% in Q2 2026, buying an estimated $152K and bringing the position to 18,132 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #1013.

Concurrent Investment Advisors first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Concurrent Investment Advisors held 18,132 shares of iShares ESG Aware MSCI EM ETF worth $992K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,910 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $152K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1013 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.