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Ethos Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ethos Financial Group’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 		$757K Buy
15,429
+10,860
+238% +$568K 0.05% 272
2026
Q1 		$208K Buy
+4,569
New +$216K 0.02% 487

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

Ethos Financial Group's ESGE Position: Q2 2026 in Review

Ethos Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 238% in Q2 2026, buying an estimated $568K and bringing the position to 15,429 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #272.

Ethos Financial Group first reported a position in ESGE in Q1 2026 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Ethos Financial Group held 15,429 shares of iShares ESG Aware MSCI EM ETF worth $757K as of Q2 2026.
  • Ethos Financial Group bought 10,860 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $568K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #272 holding.
  • Ethos Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.