Elmwood Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Elmwood Wealth 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	$263K	Hold	4,810	–	–	0.07%	173
2026 Q1	$219K	Buy	+4,810	New	+$227K	0.06%	168
2022 Q1	–	Sell	-610	Closed	-$24K	–	174
2021 Q4	$24K	Buy	+610	New	+$25.1K	0.01%	237
2021 Q2	$28K	Hold	610	–	–	0.01%	200
2021 Q1	$26K	Buy	+610	New	+$27.1K	0.02%	197
2020 Q3	$17K	Hold	540	–	–	0.01%	168
2020 Q2	$17K	Buy	+540	New	+$16.2K	0.01%	168
2019 Q4	–	Sell	-540	Closed	-$18K	–	138
2019 Q3	$18K	Hold	540	–	–	0.02%	150
2019 Q2	$18K	Buy	+540	New	+$18.2K	0.02%	166

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

Elmwood Wealth Management's ESGE Position: Q2 2026 in Review

Elmwood Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 4,810 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #173.

Elmwood Wealth Management first reported a position in ESGE in Q2 2019 and has held it in 9 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Elmwood Wealth Management held 4,810 shares of iShares ESG Aware MSCI EM ETF worth $263K as of Q2 2026.
Elmwood Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #173 holding.
Elmwood Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 9 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.