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EQ LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

EQ LLC’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 		$1.49M Sell
27,251
-3,131
-10% -$164K 0.37% 39
2026
Q1 		$1.38M Buy
30,382
+574
+2% +$27.1K 0.39% 37
2025
Q4 		$1.32M Buy
29,808
+2,426
+9% +$107K 0.38% 41
2025
Q3 		$1.19M Sell
27,382
-816
-3% -$33.3K 0.4% 38
2025
Q2 		$1.1M Sell
28,198
-19,454
-41% -$704K 0.43% 37
2025
Q1 		$1.67M Sell
47,652
-9,547
-17% -$332K 0.78% 26
2024
Q4 		$1.91M Buy
57,199
+411
+0.7% +$14.5K 0.9% 24
2024
Q3 		$2.07M Sell
56,788
-4,403
-7% -$150K 1.04% 21
2024
Q2 		$2.05M Sell
61,191
-5,582
-8% -$184K 1.23% 21
2024
Q1 		$2.15M Sell
66,773
-4,239
-6% -$134K 1.33% 21
2023
Q4 		$2.28M Sell
71,012
-4,812
-6% -$148K 1.69% 17
2023
Q3 		$2.3M Sell
75,824
-6,751
-8% -$214K 1.7% 16
2023
Q2 		$2.61M Sell
82,575
-4,125
-5% -$129K 2.15% 14
2023
Q1 		$2.73M Sell
86,700
-2,185
-2% -$69.2K 2.07% 12
2022
Q4 		$2.67M Sell
88,885
-7,343
-8% -$215K 2.14% 14
2022
Q3 		$2.66M Sell
96,228
-1,010
-1% -$31.5K 2.3% 13
2022
Q2 		$3.14M Sell
97,238
-11,362
-10% -$385K 2.47% 8
2022
Q1 		$3.99M Buy
108,600
+3,058
+3% +$117K 2.9% 12
2021
Q4 		$4.2M Sell
105,542
-719
-0.7% -$29.6K 2.93% 13
2021
Q3 		$4.4M Sell
106,261
-3,432
-3% -$147K 3.36% 10
2021
Q2 		$4.89M Buy
109,693
+3,603
+3% +$160K 3.74% 10
2021
Q1 		$4.59M Sell
106,090
-37,839
-26% -$1.68M 3.84% 10
2020
Q4 		$6.04M Buy
+143,929
New +$5.61M 5.59% 6

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EQ LLC's ESGE Position: Q2 2026 in Review

EQ LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, selling an estimated $164K and leaving 27,251 shares worth $1.49M. The position accounts for 0.37% of the portfolio, ranked #39.

EQ LLC first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.04M in Q4 2020. 306 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • EQ LLC held 27,251 shares of iShares ESG Aware MSCI EM ETF worth $1.49M as of Q2 2026.
  • EQ LLC sold 3,131 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $164K.
  • iShares ESG Aware MSCI EM ETF made up 0.37% of EQ LLC's portfolio in Q2 2026, its #39 holding.
  • EQ LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • EQ LLC's iShares ESG Aware MSCI EM ETF position peaked at $6.04M in Q4 2020.
  • 306 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.