Dorsey & Whitney Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dorsey & Whitney 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	$200K	Buy	+3,659	New	+$191K	0.01%	714
2022 Q3	–	Sell	-16,245	Closed	-$525K	–	548
2022 Q2	$525K	Buy	16,245 +239	+1%	+$8.1K	0.05%	278
2022 Q1	$588K	Buy	16,006 +626	+4%	+$24K	0.05%	275
2021 Q4	$611K	Hold	15,380	–	–	0.05%	265
2021 Q3	$637K	Hold	15,380	–	–	0.06%	252
2021 Q2	$694K	Hold	15,380	–	–	0.07%	234
2021 Q1	$666K	Buy	15,380 +3,300	+27%	+$147K	0.07%	235
2020 Q4	$507K	Buy	12,080 +700	+6%	+$27.3K	0.06%	243
2020 Q3	$406K	Buy	+11,380	New	+$403K	0.05%	248

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

Dorsey & Whitney Trust's ESGE Position: Q2 2026 in Review

Dorsey & Whitney Trust opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,659 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Dorsey & Whitney Trust previously reported a position in ESGE as recently as Q2 2022.

Dorsey & Whitney Trust first reported a position in ESGE in Q3 2020 and has held it in 9 quarters since. The position peaked at $694K in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Dorsey & Whitney Trust held 3,659 shares of iShares ESG Aware MSCI EM ETF worth $200K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Dorsey & Whitney Trust position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #714 holding.
Dorsey & Whitney Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 9 quarters since.
Dorsey & Whitney Trust's iShares ESG Aware MSCI EM ETF position peaked at $694K in Q2 2021.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.