DAS
ESGE icon

Dynamic Advisor Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dynamic Advisor Solutions’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 		$2.19M Sell
39,969
-2,376
-6% -$124K 0.06% 316
2026
Q1 		$1.93M Sell
42,345
-926
-2% -$43.8K 0.06% 323
2025
Q4 		$1.91M Buy
43,271
+1,760
+4% +$77.6K 0.06% 302
2025
Q3 		$1.8M Sell
41,511
-1,704
-4% -$69.5K 0.05% 339
2025
Q2 		$1.69M Sell
43,215
-3,384
-7% -$123K 0.05% 335
2025
Q1 		$1.63M Sell
46,599
-24,214
-34% -$843K 0.05% 322
2024
Q4 		$2.36M Sell
70,813
-144
-0.2% -$5.08K 0.1% 186
2024
Q3 		$2.58M Sell
70,957
-20,913
-23% -$714K 0.08% 258
2024
Q2 		$3.08M Sell
91,870
-4,406
-5% -$145K 0.1% 233
2024
Q1 		$3.1M Buy
96,276
+5,948
+7% +$187K 0.1% 234
2023
Q4 		$2.83M Buy
90,328
+4,587
+5% +$141K 0.11% 236
2023
Q3 		$2.6M Buy
85,741
+1,623
+2% +$51.4K 0.12% 194
2023
Q2 		$2.66M Buy
84,118
+24,566
+41% +$771K 0.14% 183
2023
Q1 		$1.87M Sell
59,552
-8,934
-13% -$283K 0.11% 219
2022
Q4 		$2.06M Buy
68,486
+1,749
+3% +$51.3K 0.14% 174
2022
Q3 		$1.85M Sell
66,737
-2,940
-4% -$91.7K 0.14% 161
2022
Q2 		$2.25M Buy
69,677
+8,882
+15% +$301K 0.17% 140
2022
Q1 		$2.23M Sell
60,795
-1,270
-2% -$48.8K 0.16% 150
2021
Q4 		$2.47M Buy
62,065
+264
+0.4% +$10.9K 0.18% 136
2021
Q3 		$2.56M Sell
61,801
-5,991
-9% -$256K 0.19% 130
2021
Q2 		$3.06M Buy
67,792
+908
+1% +$40.2K 0.24% 103
2021
Q1 		$2.9M Buy
66,884
+6,780
+11% +$302K 0.27% 96
2020
Q4 		$2.52M Buy
60,104
+28,515
+90% +$1.11M 0.24% 110
2020
Q3 		$1.13M Buy
31,589
+15,689
+99% +$556K 0.13% 190
2020
Q2 		$510K Sell
15,900
-256
-2% -$7.69K 0.07% 275
2020
Q1 		$442K Buy
16,156
+9,059
+128% +$299K 0.08% 261
2019
Q4 		$255K Buy
+7,097
New +$243K 0.03% 449

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's ESGE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.6% in Q2 2026, selling an estimated $124K and leaving 39,969 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #316.

Dynamic Advisor Solutions first reported a position in ESGE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.1M in Q1 2024. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Dynamic Advisor Solutions held 39,969 shares of iShares ESG Aware MSCI EM ETF worth $2.19M as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,376 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $124K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #316 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware MSCI EM ETF position peaked at $3.1M in Q1 2024.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.