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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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

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. 110 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.
  • 110 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.