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

Eley Financial 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	$241K	Sell	4,398 -287	-6%	-$15K	0.08%	71
2026 Q1	$213K	Buy	4,685 +25	+0.5%	+$1.18K	0.08%	68
2025 Q4	$206K	Sell	4,660 -140	-3%	-$6.17K	0.07%	66
2025 Q3	$208K	Buy	+4,800	New	+$196K	0.08%	67

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

Eley Financial Management's ESGE Position: Q2 2026 in Review

Eley Financial Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.1% in Q2 2026, selling an estimated $15K and leaving 4,398 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #71.

Eley Financial Management first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Eley Financial Management held 4,398 shares of iShares ESG Aware MSCI EM ETF worth $241K as of Q2 2026.
Eley Financial Management sold 287 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $15K.
iShares ESG Aware MSCI EM ETF made up 0.08% of Eley Financial Management's portfolio in Q2 2026, its #71 holding.
Eley Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.