Cresset Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cresset Asset 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	$1.03M	Buy	18,825 +20	+0.1%	+$1.04K	﹤0.01%	897
2026 Q1	$855K	Buy	18,805 +22	+0.1%	+$1.04K	﹤0.01%	844
2025 Q4	$830K	Buy	18,783 +3	+0%	+$132	﹤0.01%	864
2025 Q3	$815K	Hold	18,780	–	–	﹤0.01%	826
2025 Q2	$736K	Buy	18,780 +1	+0%	+$36	﹤0.01%	782
2025 Q1	$656K	Buy	18,779 +164	+0.9%	+$5.71K	﹤0.01%	941
2024 Q4	$622K	Sell	18,615 -3,303	-15%	-$117K	﹤0.01%	991
2024 Q3	$798K	Sell	21,918 -4,389	-17%	-$150K	﹤0.01%	1278
2024 Q2	$882K	Buy	26,307 +2	+0%	+$66	﹤0.01%	1136
2024 Q1	$848K	Buy	26,305 +3,304	+14%	+$104K	﹤0.01%	1061
2023 Q4	$737K	Buy	+23,001	New	+$709K	﹤0.01%	1025
2023 Q3	–	Sell	-8,030	Closed	-$254K	–	1862
2023 Q2	$254K	Buy	+8,030	New	+$252K	﹤0.01%	1607

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

Cresset Asset Management's ESGE Position: Q2 2026 in Review

Cresset Asset Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.11% in Q2 2026, buying an estimated $1.04K and bringing the position to 18,825 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Cresset Asset Management first reported a position in ESGE in Q2 2023 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Cresset Asset Management held 18,825 shares of iShares ESG Aware MSCI EM ETF worth $1.03M as of Q2 2026.
Cresset Asset Management bought 20 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.04K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #897 holding.
Cresset Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.