Equita Financial Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Equita Financial Network’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	$1.58M	Buy	28,878 +2,781	+11%	+$145K	0.44%	35
2026 Q1	$1.19M	Buy	26,097 +996	+4%	+$47.1K	0.37%	36
2025 Q4	$1.11M	Buy	25,101 +2,326	+10%	+$103K	0.33%	40
2025 Q3	$989K	Sell	22,775 -102	-0.4%	-$4.16K	0.33%	37
2025 Q2	$896K	Sell	22,877 -1,664	-7%	-$60.2K	0.36%	36
2025 Q1	$858K	Buy	24,541 +2,442	+11%	+$85K	0.3%	46
2024 Q4	$738K	Buy	22,099 +1,650	+8%	+$58.2K	0.27%	46
2024 Q3	$745K	Buy	20,449 +2,063	+11%	+$70.4K	0.27%	47
2024 Q2	$616K	Buy	18,386 +3,829	+26%	+$126K	0.26%	52
2024 Q1	$469K	Buy	14,557 +6,504	+81%	+$205K	0.21%	51
2023 Q4	$258K	Buy	8,053 +677	+9%	+$20.9K	0.14%	56
2023 Q3	$223K	Buy	+7,376	New	+$234K	0.14%	54

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

Equita Financial Network's ESGE Position: Q2 2026 in Review

Equita Financial Network increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 28,878 shares worth $1.58M. The position accounts for 0.44% of the portfolio, ranked #35.

Equita Financial Network first reported a position in ESGE in Q3 2023 and has held it in 12 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Equita Financial Network held 28,878 shares of iShares ESG Aware MSCI EM ETF worth $1.58M as of Q2 2026.
Equita Financial Network bought 2,781 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $145K.
iShares ESG Aware MSCI EM ETF made up 0.44% of Equita Financial Network's portfolio in Q2 2026, its #35 holding.
Equita Financial Network first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 12 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.