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Courier Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Courier Capital’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 		$272K Sell
4,968
-685
-12% -$35.8K 0.01% 352
2026
Q1 		$257K Sell
5,653
-848
-13% -$40.1K 0.01% 344
2025
Q4 		$287K Sell
6,501
-519
-7% -$22.9K 0.02% 330
2025
Q3 		$305K Buy
7,020
+336
+5% +$13.7K 0.02% 329
2025
Q2 		$262K Sell
6,684
-832
-11% -$30.1K 0.02% 341
2025
Q1 		$263K Buy
+7,516
New +$262K 0.02% 328

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

Courier Capital's ESGE Position: Q2 2026 in Review

Courier Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $35.8K and leaving 4,968 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #352.

Courier Capital first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $305K in Q3 2025. 298 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Courier Capital held 4,968 shares of iShares ESG Aware MSCI EM ETF worth $272K as of Q2 2026.
  • Courier Capital sold 685 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $35.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Courier Capital's portfolio in Q2 2026, its #352 holding.
  • Courier Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • Courier Capital's iShares ESG Aware MSCI EM ETF position peaked at $305K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.