Cranbrook Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cranbrook Wealth Management’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	$380K	Buy	6,940 +990	+17%	+$51.7K	0.07%	102
2026 Q1	$271K	Hold	5,950	–	–	0.06%	111
2025 Q4	$263K	Buy	5,950 +86	+1%	+$3.79K	0.05%	111
2025 Q3	$255K	Hold	5,864	–	–	0.05%	111
2025 Q2	$230K	Hold	5,864	–	–	0.05%	113
2025 Q1	$205K	Buy	5,864 +94	+2%	+$3.27K	0.05%	109
2024 Q4	$193K	Hold	5,770	–	–	0.04%	111
2024 Q3	$210K	Buy	5,770 +102	+2%	+$3.48K	0.05%	108
2024 Q2	$190K	Sell	5,668 -3,370	-37%	-$111K	0.05%	108
2024 Q1	$291K	Hold	9,038	–	–	0.07%	84
2023 Q4	$290K	Hold	9,038	–	–	0.08%	82
2023 Q3	$274K	Hold	9,038	–	–	0.08%	78
2023 Q2	$286K	Hold	9,038	–	–	0.08%	80
2023 Q1	$285K	Hold	9,038	–	–	0.08%	80
2022 Q4	$272K	Buy	9,038 +57	+0.6%	+$1.67K	0.07%	82
2022 Q3	$249K	Buy	8,981 +6,283	+233%	+$196K	0.06%	90
2022 Q2	$87K	Buy	2,698 +2,450	+988%	+$83.1K	0.02%	133
2022 Q1	$9K	Hold	248	–	–	﹤0.01%	282
2021 Q4	$10K	Hold	248	–	–	﹤0.01%	284
2021 Q3	$10K	Hold	248	–	–	﹤0.01%	287
2021 Q2	$11K	Hold	248	–	–	﹤0.01%	275
2021 Q1	$11K	Hold	248	–	–	﹤0.01%	286
2020 Q4	$10K	Hold	248	–	–	﹤0.01%	241
2020 Q3	$9K	Hold	248	–	–	﹤0.01%	217
2020 Q2	$8K	Sell	248 -53	-18%	-$1.59K	﹤0.01%	214
2020 Q1	$8K	Hold	301	–	–	﹤0.01%	208
2019 Q4	$11K	Hold	301	–	–	﹤0.01%	204
2019 Q3	$10K	Hold	301	–	–	﹤0.01%	197
2019 Q2	$10K	Hold	301	–	–	﹤0.01%	191
2019 Q1	$10K	Buy	+301	New	+$10K	﹤0.01%	194

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

Cranbrook Wealth Management's ESGE Position: Q2 2026 in Review

Cranbrook Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, buying an estimated $51.7K and bringing the position to 6,940 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #102.

Cranbrook Wealth Management first reported a position in ESGE in Q1 2019 and has held it in 30 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Cranbrook Wealth Management held 6,940 shares of iShares ESG Aware MSCI EM ETF worth $380K as of Q2 2026.
Cranbrook Wealth Management bought 990 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $51.7K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Cranbrook Wealth Management's portfolio in Q2 2026, its #102 holding.
Cranbrook Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 30 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.