Diversify Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Diversify Wealth 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	$889K	Sell	17,403 -2,555	-13%	-$134K	0.01%	676
2026 Q1	$1M	Buy	19,958 +10,622	+114%	+$502K	0.02%	597
2025 Q4	$433K	Buy	+9,336	New	+$412K	0.02%	474

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 22.9% 1-Year Est. Return

Diversify Wealth Management's ESGE Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q2 2026, selling an estimated $134K and leaving 17,403 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #676.

Diversify Wealth Management first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q1 2026. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Diversify Wealth Management held 17,403 shares of iShares ESG Aware MSCI EM ETF worth $889K as of Q2 2026.
Diversify Wealth Management sold 2,555 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $134K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #676 holding.
Diversify Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1M in Q1 2026.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.