Empower Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Empower Advisory Group’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	$255M	Sell	4,655,004 -568,145	-11%	-$29.7M	0.61%	32
2026 Q1	$237M	Sell	5,223,149 -1,153,599	-18%	-$54.5M	0.62%	33
2025 Q4	$282M	Buy	6,376,748 +857,108	+16%	+$37.8M	0.76%	29
2025 Q3	$240M	Sell	5,519,640 -61,557	-1%	-$2.51M	0.66%	31
2025 Q2	$219M	Sell	5,581,197 -122,002	-2%	-$4.42M	0.65%	30
2025 Q1	$199M	Sell	5,703,199 -34,513	-0.6%	-$1.2M	0.65%	28
2024 Q4	$192M	Buy	5,737,712 +60,140	+1%	+$2.12M	0.65%	32
2024 Q3	$207M	Sell	5,677,572 -17,183	-0.3%	-$587K	0.7%	31
2024 Q2	$191M	Sell	5,694,755 -91,397	-2%	-$3.01M	0.71%	29
2024 Q1	$186M	Sell	5,786,152 -51,010	-0.9%	-$1.61M	0.7%	29
2023 Q4	$187M	Buy	5,837,162 +55,072	+1%	+$1.7M	0.74%	26
2023 Q3	$175M	Buy	5,782,090 +64,828	+1%	+$2.05M	0.77%	24
2023 Q2	$181M	Sell	5,717,262 -48,964	-0.8%	-$1.54M	0.78%	25
2023 Q1	$182M	Buy	+5,766,226	New	+$183M	0.82%	24

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Empower Advisory Group's ESGE Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, selling an estimated $29.7M and leaving 4,655,004 shares worth $255M. The position accounts for 0.61% of the portfolio, ranked #32.

Empower Advisory Group first reported a position in ESGE in Q1 2023 and has held it in 14 quarters since. The position peaked at $282M in Q4 2025. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Empower Advisory Group held 4,655,004 shares of iShares ESG Aware MSCI EM ETF worth $255M as of Q2 2026.
Empower Advisory Group sold 568,145 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $29.7M.
iShares ESG Aware MSCI EM ETF made up 0.61% of Empower Advisory Group's portfolio in Q2 2026, its #32 holding.
Empower Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $282M in Q4 2025.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.