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

CoreCap 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	$381K	Buy	6,964 +84	+1%	+$4.39K	0.01%	640
2026 Q1	$316K	Buy	6,880 +495	+8%	+$23.4K	0.01%	639
2025 Q4	$282K	Buy	6,385 +622	+11%	+$27.4K	0.01%	669
2025 Q3	$250K	Hold	5,763	–	–	0.01%	731
2025 Q2	$226K	Buy	5,763 +81	+1%	+$2.93K	0.01%	704
2025 Q1	$199K	Buy	5,682 +290	+5%	+$10.1K	0.01%	683
2024 Q4	$180K	Buy	5,392 +423	+9%	+$14.9K	0.01%	733
2024 Q3	$181K	Buy	4,969 +331	+7%	+$11.3K	0.01%	725
2024 Q2	$156K	Sell	4,638 -24	-0.5%	-$791	0.02%	406
2024 Q1	$150K	Buy	+4,662	New	+$147K	0.01%	704
2022 Q4	$237K	Sell	7,889 -8,031	-50%	-$235K	0.02%	492
2022 Q3	$441K	Sell	15,920 -2,458	-13%	-$76.7K	0.04%	335
2022 Q2	$594K	Buy	18,378 +9,803	+114%	+$332K	0.05%	291
2022 Q1	$315K	Buy	8,575 +5,783	+207%	+$222K	0.02%	399
2021 Q4	$111K	Buy	+2,792	New	+$115K	0.01%	717

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

CoreCap Advisors's ESGE Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.2% in Q2 2026, buying an estimated $4.39K and bringing the position to 6,964 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #640.

CoreCap Advisors first reported a position in ESGE in Q4 2021 and has held it in 15 quarters since. The position peaked at $594K in Q2 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

CoreCap Advisors held 6,964 shares of iShares ESG Aware MSCI EM ETF worth $381K as of Q2 2026.
CoreCap Advisors bought 84 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.39K.
iShares ESG Aware MSCI EM ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #640 holding.
CoreCap Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's iShares ESG Aware MSCI EM ETF position peaked at $594K in Q2 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.