Diversify Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.06M Buy
20,335
+2,932
+17% +$156K 0.02% 642
2026
Q2
$889K Buy
+17,403
New +$909K 0.01% 676
2026
Q1
– Sell
-11,840
Closed -$553K – 422
2025
Q4
$553K Sell
11,840
-174
-1% -$7.67K 0.02% 574
2025
Q3
$541K Sell
12,014
-6,084
-34% -$248K 0.02% 539
2025
Q2
$734K Buy
18,098
+2,108
+13% +$76.3K 0.03% 411
2025
Q1
$560K Sell
15,990
-2,338
-13% -$81.4K 0.04% 339
2024
Q4
$603K Sell
18,328
-3,536
-16% -$125K 0.03% 329
2024
Q3
$791K Buy
21,864
+251
+1% +$8.57K 0.04% 293
2024
Q2
$746K Buy
21,613
+4,114
+24% +$136K 0.04% 300
2024
Q1
$566K Buy
+17,499
New +$551K 0.03% 394

Other funds holding ESGE

Diversify Advisory Services's ESGE Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q3 2026, buying an estimated $156K and bringing the position to 20,335 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #642.

Diversify Advisory Services first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Diversify Advisory Services held 20,335 shares of iShares ESG Aware MSCI EM ETF worth $1.06M as of Q3 2026.
  • Diversify Advisory Services bought 2,932 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $156K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #642 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.