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

Crux Wealth 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	$3.23M	Sell	59,144 -1,567	-3%	-$81.9K	1.12%	24
2026 Q1	$2.76M	Sell	60,711 -479	-0.8%	-$22.6K	1.06%	26
2025 Q4	$2.7M	Buy	61,190 +870	+1%	+$38.4K	1.01%	28
2025 Q3	$2.62M	Buy	60,320 +1,048	+2%	+$42.8K	1.04%	28
2025 Q2	$2.32M	Buy	+59,272	New	+$2.15M	0.99%	28

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

Crux Wealth Advisors's ESGE Position: Q2 2026 in Review

Crux Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q2 2026, selling an estimated $81.9K and leaving 59,144 shares worth $3.23M. The position accounts for 1.12% of the portfolio, ranked #24.

Crux Wealth Advisors first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Crux Wealth Advisors held 59,144 shares of iShares ESG Aware MSCI EM ETF worth $3.23M as of Q2 2026.
Crux Wealth Advisors sold 1,567 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $81.9K.
iShares ESG Aware MSCI EM ETF made up 1.12% of Crux Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Crux Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.