Corient Private Wealth
ESGE icon

Corient Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Corient Private Wealth’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 		$5.03M Sell
92,013
-156,011
-63% -$8.15M 0.01% 900
2026
Q1 		$11.3M Sell
248,024
-29,070
-10% -$1.37M 0.02% 584
2025
Q4 		$12.2M Sell
277,094
-28,688
-9% -$1.26M 0.02% 509
2025
Q3 		$13.3M Buy
305,782
+33,313
+12% +$1.36M 0.02% 468
2025
Q2 		$10.7M Sell
272,469
-339,115
-55% -$12.3M 0.01% 516
2025
Q1 		$21.4M Buy
611,584
+316,928
+108% +$11M 0.03% 377
2024
Q4 		$9.84M Sell
294,656
-7,557
-3% -$267K 0.02% 519
2024
Q3 		$11M Sell
302,213
-30,937
-9% -$1.06M 0.02% 532
2024
Q2 		$11.2M Buy
333,150
+1,262
+0.4% +$41.6K 0.02% 502
2024
Q1 		$10.7M Buy
331,888
+8,269
+3% +$261K 0.02% 510
2023
Q4 		$10.4M Sell
323,619
-1,789
-0.5% -$55.2K 0.02% 509
2023
Q3 		$9.85M Sell
325,408
-5,502
-2% -$174K 0.02% 483
2023
Q2 		$10.5M Buy
330,910
+2,021
+0.6% +$63.4K 0.02% 466
2023
Q1 		$10.4M Buy
328,889
+32,039
+11% +$1.02M 0.03% 430
2022
Q4 		$8.93M Buy
+296,850
New +$8.7M 0.03% 388

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

Corient Private Wealth's ESGE Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 63% in Q2 2026, selling an estimated $8.15M and leaving 92,013 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #900.

Corient Private Wealth first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.4M in Q1 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Corient Private Wealth held 92,013 shares of iShares ESG Aware MSCI EM ETF worth $5.03M as of Q2 2026.
  • Corient Private Wealth sold 156,011 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $8.15M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #900 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $21.4M in Q1 2025.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.