Crewe Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Crewe 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	$21.6K	Hold	395	–	–	﹤0.01%	600
2026 Q1	$18K	Hold	395	–	–	﹤0.01%	542
2025 Q4	$17.4K	Hold	395	–	–	﹤0.01%	514
2025 Q3	$17.2K	Hold	395	–	–	﹤0.01%	528
2025 Q2	$15.5K	Hold	395	–	–	﹤0.01%	406
2025 Q1	$13.8K	Buy	395 +9	+2%	+$313	﹤0.01%	392
2024 Q4	$12.9K	Hold	386	–	–	﹤0.01%	404
2024 Q3	$14.1K	Hold	386	–	–	﹤0.01%	442
2024 Q2	$12.9K	Hold	386	–	–	﹤0.01%	639
2024 Q1	$12.4K	Sell	386 -13	-3%	-$410	﹤0.01%	586
2023 Q4	$12.8K	Buy	399 +12	+3%	+$370	﹤0.01%	191
2023 Q3	$11.7K	Hold	387	–	–	﹤0.01%	233
2023 Q2	$12.2K	Hold	387	–	–	﹤0.01%	393
2023 Q1	$12.2K	Hold	387	–	–	﹤0.01%	510
2022 Q4	$11.6K	Hold	387	–	–	﹤0.01%	528
2022 Q3	$11K	Buy	+387	New	+$12.1K	﹤0.01%	629

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

Crewe Advisors's ESGE Position: Q2 2026 in Review

Crewe Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 395 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Crewe Advisors first reported a position in ESGE in Q3 2022 and has held it in 16 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Crewe Advisors held 395 shares of iShares ESG Aware MSCI EM ETF worth $21.6K as of Q2 2026.
Crewe Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #600 holding.
Crewe Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 16 quarters since.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.