CVA Family Office’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CVA Family Office’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	$26K	Hold	475	–	–	﹤0.01%	754
2026 Q1	$21.6K	Buy	475 +132	+38%	+$6.24K	﹤0.01%	780
2025 Q4	$15.2K	Hold	343	–	–	﹤0.01%	737
2025 Q3	$14.9K	Hold	343	–	–	﹤0.01%	747
2025 Q2	$13.4K	Hold	343	–	–	﹤0.01%	760
2025 Q1	$12K	Hold	343	–	–	﹤0.01%	767
2024 Q4	$11.5K	Hold	343	–	–	﹤0.01%	767
2024 Q3	$12.5K	Hold	343	–	–	﹤0.01%	723
2024 Q2	$11.5K	Hold	343	–	–	﹤0.01%	721
2024 Q1	$11.1K	Hold	343	–	–	﹤0.01%	730
2023 Q4	$11K	Buy	+343	New	+$10.6K	﹤0.01%	714
2023 Q3	–	Sell	-343	Closed	-$10.8K	–	460
2023 Q2	$10.8K	Hold	343	–	–	﹤0.01%	710
2023 Q1	$10.8K	Hold	343	–	–	﹤0.01%	680
2022 Q4	$10.3K	Buy	+343	New	+$10.1K	﹤0.01%	655

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 22.9% 1-Year Est. Return

CVA Family Office's ESGE Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 475 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

CVA Family Office first reported a position in ESGE in Q4 2022 and has held it in 14 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

CVA Family Office held 475 shares of iShares ESG Aware MSCI EM ETF worth $26K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #754 holding.
CVA Family Office first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 14 quarters since.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.