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Davis Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Davis Capital 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 		$656 Hold
12
– – ﹤0.01% 564
2026
Q1 		$546 Hold
12
– – ﹤0.01% 406
2025
Q4 		$530 Buy
+12
New +$529 ﹤0.01% 396

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Davis Capital Management's ESGE Position: Q2 2026 in Review

Davis Capital Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 12 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Davis Capital Management first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Davis Capital Management held 12 shares of iShares ESG Aware MSCI EM ETF worth $656 as of Q2 2026.
  • Davis Capital Management 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 Davis Capital Management's portfolio in Q2 2026, its #564 holding.
  • Davis Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.