Dynamic Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dynamic Wealth Strategies’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	$192K	Hold	3,514	–	–	0.1%	84
2026 Q1	$160K	Hold	3,514	–	–	0.09%	94
2025 Q4	$155K	Hold	3,514	–	–	0.09%	95
2025 Q3	$153K	Hold	3,514	–	–	0.1%	89
2025 Q2	$138K	Hold	3,514	–	–	0.1%	86
2025 Q1	$123K	Buy	+3,514	New	+$122K	0.1%	92
2024 Q4	–	Sell	-3,520	Closed	-$128K	–	120
2024 Q3	$128K	Sell	3,520 -547	-13%	-$18.7K	0.1%	94
2024 Q2	$136K	Sell	4,067 -376	-8%	-$12.4K	0.12%	86
2024 Q1	$143K	Sell	4,443 -97,704	-96%	-$3.08M	0.12%	85
2023 Q4	$3.27M	Buy	+102,147	New	+$3.15M	3.02%	11

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

Dynamic Wealth Strategies's ESGE Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 3,514 shares worth $192K. The position accounts for 0.1% of the portfolio, ranked #84.

Dynamic Wealth Strategies first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2023. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Dynamic Wealth Strategies held 3,514 shares of iShares ESG Aware MSCI EM ETF worth $192K as of Q2 2026.
Dynamic Wealth Strategies left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.1% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #84 holding.
Dynamic Wealth Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares ESG Aware MSCI EM ETF position peaked at $3.27M in Q4 2023.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.