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Cutler Investment Counsel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cutler Investment Counsel’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 		$371K Sell
6,777
-689
-9% -$36K 0.03% 125
2026
Q1 		$339K Hold
7,466
– – 0.04% 124
2025
Q4 		$330K Buy
7,466
+846
+13% +$37.3K 0.03% 126
2025
Q3 		$287K Hold
6,620
– – 0.03% 131
2025
Q2 		$259K Hold
6,620
– – 0.03% 128
2025
Q1 		$231K Buy
+6,620
New +$231K 0.03% 124

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

Cutler Investment Counsel's ESGE Position: Q2 2026 in Review

Cutler Investment Counsel reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.2% in Q2 2026, selling an estimated $36K and leaving 6,777 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #125.

Cutler Investment Counsel first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cutler Investment Counsel held 6,777 shares of iShares ESG Aware MSCI EM ETF worth $371K as of Q2 2026.
  • Cutler Investment Counsel sold 689 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $36K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Cutler Investment Counsel's portfolio in Q2 2026, its #125 holding.
  • Cutler Investment Counsel first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.