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Evergreen Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Evergreen Private Wealth’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 		$208K Hold
3,805
– – 0.08% 66
2026
Q1 		$173K Sell
3,805
-441
-10% -$20.9K 0.07% 71
2025
Q4 		$188K Sell
4,246
-874
-17% -$38.5K 0.07% 66
2025
Q3 		$222K Sell
5,120
-375
-7% -$15.3K 0.09% 63
2025
Q2 		$215K Sell
5,495
-1,247
-18% -$45.1K 0.09% 63
2025
Q1 		$236K Sell
6,742
-8
-0.1% -$279 0.11% 63
2024
Q4 		$225K Sell
6,750
-7
-0.1% -$247 0.11% 62
2024
Q3 		$246K Buy
6,757
+56
+0.8% +$1.91K 0.11% 63
2024
Q2 		$225K Sell
6,701
-26
-0.4% -$856 0.11% 65
2024
Q1 		$217K Buy
6,727
+1,039
+18% +$32.7K 0.11% 71
2023
Q4 		$182K Buy
+5,688
New +$175K 0.1% 68

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 Private Wealth's ESGE Position: Q2 2026 in Review

Evergreen Private Wealth held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 3,805 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #66.

Evergreen Private Wealth first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q3 2024. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Evergreen Private Wealth held 3,805 shares of iShares ESG Aware MSCI EM ETF worth $208K as of Q2 2026.
  • Evergreen Private Wealth left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Evergreen Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Evergreen Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $246K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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