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

Diversified Trust’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	$699K	Buy	12,772 +165	+1%	+$8.62K	0.01%	642
2026 Q1	$573K	Hold	12,607	–	–	0.01%	649
2025 Q4	$557K	Sell	12,607 -600	-5%	-$26.5K	0.01%	627
2025 Q3	$573K	Hold	13,207	–	–	0.01%	596
2025 Q2	$517K	Sell	13,207 -77	-0.6%	-$2.79K	0.01%	580
2025 Q1	$464K	Buy	+13,284	New	+$463K	0.01%	598
2022 Q2	–	Sell	-14,391	Closed	-$529K	–	787
2022 Q1	$529K	Buy	14,391 +7,115	+98%	+$273K	0.02%	429
2021 Q4	$289K	Buy	7,276 +605	+9%	+$24.9K	0.01%	649
2021 Q3	$276K	Buy	6,671 +625	+10%	+$26.7K	0.01%	625
2021 Q2	$273K	Buy	+6,046	New	+$268K	0.01%	582

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's ESGE Position: Q2 2026 in Review

Diversified Trust increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.3% in Q2 2026, buying an estimated $8.62K and bringing the position to 12,772 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #642.

Diversified Trust first reported a position in ESGE in Q2 2021 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Diversified Trust held 12,772 shares of iShares ESG Aware MSCI EM ETF worth $699K as of Q2 2026.
Diversified Trust bought 165 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $8.62K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #642 holding.
Diversified Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 10 quarters since.
122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.