Dunhill Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dunhill Financial’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	$42.1K	Hold	769	–	–	0.01%	358
2026 Q1	$35K	Hold	769	–	–	0.01%	355
2025 Q4	$34K	Buy	769 +757	+6,308%	+$33.4K	0.01%	331
2025 Q3	$521	Hold	12	–	–	﹤0.01%	840
2025 Q2	$470	Buy	+12	New	+$434	﹤0.01%	869
2024 Q2	–	Sell	-67	Closed	-$2.16K	–	793
2024 Q1	$2.16K	Hold	67	–	–	﹤0.01%	479
2023 Q4	$2.15K	Buy	+67	New	+$2.07K	﹤0.01%	439

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

Dunhill Financial's ESGE Position: Q2 2026 in Review

Dunhill Financial held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 769 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #358.

Dunhill Financial first reported a position in ESGE in Q4 2023 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Dunhill Financial held 769 shares of iShares ESG Aware MSCI EM ETF worth $42.1K as of Q2 2026.
Dunhill Financial left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #358 holding.
Dunhill Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 7 quarters since.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.