Envestnet Portfolio Solutions
ESGE icon

Envestnet Portfolio Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Envestnet Portfolio Solutions’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 		$23.3M Sell
425,195
-139,635
-25% -$7.3M 0.11% 115
2026
Q1 		$25.7M Sell
564,830
-65,663
-10% -$3.1M 0.14% 98
2025
Q4 		$27.8M Buy
630,493
+111,244
+21% +$4.9M 0.1% 109
2025
Q3 		$22.5M Buy
519,249
+8,405
+2% +$343K 0.08% 123
2025
Q2 		$20M Sell
510,844
-33,395
-6% -$1.21M 0.07% 129
2025
Q1 		$19M Sell
544,239
-163,869
-23% -$5.71M 0.07% 132
2024
Q4 		$23.6M Sell
708,108
-8,447
-1% -$298K 0.08% 122
2024
Q3 		$26.1M Sell
716,555
-8,173
-1% -$279K 0.08% 116
2024
Q2 		$24.3M Buy
724,728
+224,732
+45% +$7.4M 0.08% 119
2024
Q1 		$16.1M Sell
499,996
-31,692
-6% -$999K 0.06% 164
2023
Q4 		$17M Sell
531,688
-422,046
-44% -$13M 0.07% 141
2023
Q3 		$28.9M Buy
+953,734
New +$30.2M 0.14% 85

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's ESGE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 25% in Q2 2026, selling an estimated $7.3M and leaving 425,195 shares worth $23.3M. The position accounts for 0.11% of the portfolio, ranked #115.

Envestnet Portfolio Solutions first reported a position in ESGE in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.9M in Q3 2023. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Envestnet Portfolio Solutions held 425,195 shares of iShares ESG Aware MSCI EM ETF worth $23.3M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 139,635 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $7.3M.
  • iShares ESG Aware MSCI EM ETF made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #115 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares ESG Aware MSCI EM ETF position peaked at $28.9M in Q3 2023.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.