Diversified Enterprises’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Diversified Enterprises’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	$1.04M	Buy	19,075 +19	+0.1%	+$993	0.05%	157
2026 Q1	$866K	Buy	19,056 +5,716	+43%	+$270K	0.05%	171
2025 Q4	$589K	Sell	13,340 -81	-0.6%	-$3.57K	0.04%	194
2025 Q3	$583K	Buy	13,421 +113	+0.8%	+$4.61K	0.04%	144
2025 Q2	$521K	Buy	13,308 +617	+5%	+$22.3K	0.04%	155
2025 Q1	$444K	Buy	12,691 +1,059	+9%	+$36.9K	0.04%	172
2024 Q4	$388K	Sell	11,632 -1,391	-11%	-$49.1K	0.04%	155
2024 Q3	$474K	Buy	+13,023	New	+$445K	0.05%	130

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

Diversified Enterprises's ESGE Position: Q2 2026 in Review

Diversified Enterprises increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.1% in Q2 2026, buying an estimated $993 and bringing the position to 19,075 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #157.

Diversified Enterprises first reported a position in ESGE in Q3 2024 and has held it in 8 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Diversified Enterprises held 19,075 shares of iShares ESG Aware MSCI EM ETF worth $1.04M as of Q2 2026.
Diversified Enterprises bought 19 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $993.
iShares ESG Aware MSCI EM ETF made up 0.05% of Diversified Enterprises's portfolio in Q2 2026, its #157 holding.
Diversified Enterprises first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.