Destiny Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Destiny Wealth Partners’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	–	Sell	-2,087	Closed	-$94.9K	–	441
2026 Q1	$94.9K	Buy	+2,087	New	+$98.7K	0.01%	353
2023 Q1	–	Sell	-3,366	Closed	-$101K	–	321
2022 Q4	$101K	Hold	3,366	–	–	0.02%	228
2022 Q3	$93K	Sell	3,366 -343	-9%	-$10.7K	0.02%	227
2022 Q2	$120K	Sell	3,709 -1,746	-32%	-$59.2K	0.03%	225
2022 Q1	$200K	Sell	5,455 -417	-7%	-$16K	0.04%	156
2021 Q4	$233K	Sell	5,872 -411	-7%	-$16.9K	0.04%	160
2021 Q3	$260K	Sell	6,283 -424	-6%	-$18.1K	0.05%	147
2021 Q2	$303K	Sell	6,707 -378	-5%	-$16.7K	0.06%	157
2021 Q1	$307K	Sell	7,085 -219	-3%	-$9.74K	0.06%	134
2020 Q4	$307K	Buy	+7,304	New	+$285K	0.06%	154

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

Destiny Wealth Partners's ESGE Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 2,087 shares — an estimated $94.9K sold.

Destiny Wealth Partners first reported a position in ESGE in Q4 2020 and held it in 10 quarters. The position peaked at $307K in Q1 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,087 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $94.9K.
Destiny Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $307K in Q1 2021.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.