Envestnet Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Envestnet Asset 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 Q1	$151M	Sell	3,328,764 -221,629	-6%	-$10.5M	0.04%	404
2025 Q4	$157M	Buy	3,550,393 +498,692	+16%	+$22M	0.05%	369
2025 Q3	$133M	Sell	3,051,701 -366,661	-11%	-$15M	0.04%	426
2025 Q2	$134M	Buy	3,418,362 +30,409	+0.9%	+$1.1M	0.04%	410
2025 Q1	$118M	Sell	3,387,953 -69,945	-2%	-$2.44M	0.04%	414
2024 Q4	$115M	Buy	3,457,898 +31,571	+0.9%	+$1.11M	0.04%	426
2024 Q3	$125M	Buy	3,426,327 +27,033	+0.8%	+$923K	0.04%	412
2024 Q2	$114M	Buy	3,399,294 +770,503	+29%	+$25.4M	0.04%	408
2024 Q1	$84.7M	Buy	2,628,791 +11,720	+0.4%	+$369K	0.03%	486
2023 Q4	$83.9M	Sell	2,617,071 -3,488,503	-57%	-$108M	0.03%	456
2023 Q3	$185M	Sell	6,105,574 -1,857,123	-23%	-$58.8M	0.08%	226
2023 Q2	$252M	Sell	7,962,697 -940,850	-11%	-$29.5M	0.11%	154
2023 Q1	$280M	Buy	8,903,547 +3,298,825	+59%	+$105M	0.13%	126
2022 Q4	$169M	Sell	5,604,722 -3,664,321	-40%	-$107M	0.09%	205
2022 Q3	$256M	Sell	9,269,043 -505,720	-5%	-$15.8M	0.15%	121
2022 Q2	$316M	Sell	9,774,763 -20,896,914	-68%	-$709M	0.18%	100
2022 Q1	$1.13B	Buy	30,671,677 +6,843,330	+29%	+$263M	0.57%	31
2021 Q4	$947M	Sell	23,828,347 -3,196,895	-12%	-$132M	0.47%	40
2021 Q3	$1.12B	Sell	27,025,242 -10,262,404	-28%	-$439M	0.62%	31
2021 Q2	$1.68B	Buy	37,287,646 +4,264,558	+13%	+$189M	0.96%	17
2021 Q1	$1.43B	Sell	33,023,088 -6,472,714	-16%	-$288M	0.93%	20
2020 Q4	$1.66B	Buy	39,495,802 +12,253,864	+45%	+$478M	1.25%	13
2020 Q3	$970M	Buy	27,241,938 +2,442,146	+10%	+$86.5M	0.86%	23
2020 Q2	$796M	Buy	24,799,792 +8,322,874	+51%	+$250M	0.78%	26
2020 Q1	$451M	Buy	16,476,918 +16,103,926	+4,317%	+$532M	0.53%	36
2019 Q4	$13.4M	Buy	372,992 +164,441	+79%	+$5.64M	0.01%	675
2019 Q3	$6.78M	Buy	208,551 +92,760	+80%	+$3.05M	0.01%	920
2019 Q2	$3.94M	Buy	115,791 +60,521	+110%	+$2.04M	0.01%	1192
2019 Q1	$1.88M	Buy	55,270 +24,091	+77%	+$801K	﹤0.01%	1515
2018 Q4	$956K	Buy	31,179 +24,819	+390%	+$780K	﹤0.01%	1773
2018 Q3	$212K	Buy	+6,360	New	+$214K	﹤0.01%	1157

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management's ESGE Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.2% in Q1 2026, selling an estimated $10.5M and leaving 3,328,764 shares worth $151M. The position accounts for 0.04% of the portfolio, ranked #404.

Envestnet Asset Management first reported a position in ESGE in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.68B in Q2 2021. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Envestnet Asset Management held 3,328,764 shares of iShares ESG Aware MSCI EM ETF worth $151M as of Q1 2026.
Envestnet Asset Management sold 221,629 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $10.5M.
iShares ESG Aware MSCI EM ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #404 holding.
Envestnet Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 31 quarters since.
Envestnet Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $1.68B in Q2 2021.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.