ECM
ESGE icon

Evergreen Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Evergreen Capital Management’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 		$634K Sell
11,593
-95
-0.8% -$4.96K 0.01% 764
2026
Q1 		$531K Sell
11,688
-5
-0% -$236 0.01% 752
2025
Q4 		$516K Sell
11,693
-193
-2% -$8.51K 0.01% 724
2025
Q3 		$516K Sell
11,886
-265
-2% -$10.8K 0.01% 644
2025
Q2 		$476K Sell
12,151
-330
-3% -$11.9K 0.01% 571
2025
Q1 		$436K Buy
12,481
+491
+4% +$17.1K 0.01% 561
2024
Q4 		$401K Buy
11,990
+218
+2% +$7.69K 0.01% 593
2024
Q3 		$429K Buy
11,772
+78
+0.7% +$2.66K 0.01% 569
2024
Q2 		$392K Sell
11,694
-678
-5% -$22.3K 0.01% 551
2024
Q1 		$399K Sell
12,372
-212
-2% -$6.68K 0.02% 516
2023
Q4 		$403K Buy
12,584
+3,116
+33% +$96.1K 0.02% 476
2023
Q3 		$287K Sell
9,468
-3,709
-28% -$117K 0.01% 573
2023
Q2 		$417K Buy
13,177
+3,736
+40% +$117K 0.02% 438
2023
Q1 		$297K Sell
9,441
-895
-9% -$28.4K 0.01% 513
2022
Q4 		$311K Buy
10,336
+305
+3% +$8.94K 0.01% 473
2022
Q3 		$278K Buy
10,031
+850
+9% +$26.5K 0.01% 465
2022
Q2 		$297K Sell
9,181
-2,100
-19% -$71.2K 0.02% 421
2022
Q1 		$414K Sell
11,281
-355
-3% -$13.6K 0.02% 414
2021
Q4 		$463K Buy
11,636
+1,160
+11% +$47.8K 0.02% 387
2021
Q3 		$434K Buy
10,476
+280
+3% +$12K 0.02% 368
2021
Q2 		$460K Buy
10,196
+1,925
+23% +$85.2K 0.02% 345
2021
Q1 		$358K Buy
8,271
+1,700
+26% +$75.6K 0.02% 361
2020
Q4 		$276K Buy
+6,571
New +$256K 0.02% 363

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

Evergreen Capital Management's ESGE Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.81% in Q2 2026, selling an estimated $4.96K and leaving 11,593 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #764.

Evergreen Capital Management first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Evergreen Capital Management held 11,593 shares of iShares ESG Aware MSCI EM ETF worth $634K as of Q2 2026.
  • Evergreen Capital Management sold 95 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.96K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #764 holding.
  • Evergreen Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.