EH
ESGE icon

Equitable Holdings’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Equitable Holdings’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 		$2.04M Sell
37,361
-7,237
-16% -$378K 0.01% 741
2026
Q1 		$1.97M Sell
44,598
-5,984
-12% -$283K 0.01% 726
2025
Q4 		$2.23M Buy
50,582
+11,263
+29% +$497K 0.02% 603
2025
Q3 		$1.71M Buy
39,319
+5,237
+15% +$214K 0.01% 669
2025
Q2 		$1.33M Buy
34,082
+2,063
+6% +$74.7K 0.01% 711
2025
Q1 		$1.12M Sell
32,019
-1,420
-4% -$49.4K 0.01% 680
2024
Q4 		$1.12M Sell
33,439
-3,619
-10% -$128K 0.01% 648
2024
Q3 		$1.35M Sell
37,058
-497
-1% -$17K 0.01% 597
2024
Q2 		$1.26M Buy
37,555
+9,681
+35% +$319K 0.01% 592
2024
Q1 		$898K Sell
27,874
-1,888
-6% -$59.5K 0.01% 644
2023
Q4 		$954K Buy
29,762
+149
+0.5% +$4.6K 0.01% 594
2023
Q3 		$897K Sell
29,613
-13,499
-31% -$427K 0.01% 567
2023
Q2 		$1.36M Sell
43,112
-443
-1% -$13.9K 0.02% 440
2023
Q1 		$1.37M Buy
43,555
+1,774
+4% +$56.2K 0.02% 413
2022
Q4 		$1.26M Sell
41,781
-9,970
-19% -$292K 0.02% 391
2022
Q3 		$1.43M Sell
51,751
-274
-0.5% -$8.55K 0.03% 322
2022
Q2 		$1.68M Sell
52,025
-74,047
-59% -$2.51M 0.03% 290
2022
Q1 		$4.63M Buy
126,072
+26,954
+27% +$1.03M 0.08% 165
2021
Q4 		$3.94M Sell
99,118
-59,487
-38% -$2.45M 0.06% 190
2021
Q3 		$6.57M Buy
158,605
+12,335
+8% +$527K 0.11% 125
2021
Q2 		$6.6M Buy
146,270
+10,713
+8% +$474K 0.11% 119
2021
Q1 		$5.87M Sell
135,557
-18,782
-12% -$835K 0.12% 122
2020
Q4 		$6.48M Buy
154,339
+58,845
+62% +$2.29M 0.15% 108
2020
Q3 		$3.4M Buy
95,494
+9,859
+12% +$349K 0.09% 142
2020
Q2 		$2.75M Buy
85,635
+45,527
+114% +$1.37M 0.08% 155
2020
Q1 		$1.1M Buy
+40,108
New +$1.32M 0.04% 251

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

Equitable Holdings's ESGE Position: Q2 2026 in Review

Equitable Holdings reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q2 2026, selling an estimated $378K and leaving 37,361 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #741.

Equitable Holdings first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.6M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Equitable Holdings held 37,361 shares of iShares ESG Aware MSCI EM ETF worth $2.04M as of Q2 2026.
  • Equitable Holdings sold 7,237 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $378K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #741 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • Equitable Holdings's iShares ESG Aware MSCI EM ETF position peaked at $6.6M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.