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EverSource Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

EverSource Wealth Advisors’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 		$453K Sell
8,280
-1,093
-12% -$57.1K 0.02% 595
2026
Q1 		$426K Sell
9,373
-44
-0.5% -$2.08K 0.01% 670
2025
Q4 		$416K Buy
9,417
+1,558
+20% +$68.7K 0.02% 607
2025
Q3 		$341K Buy
7,859
+29
+0.4% +$1.18K 0.01% 665
2025
Q2 		$307K Sell
7,830
-1,553
-17% -$56.2K 0.01% 659
2025
Q1 		$328K Sell
9,383
-1,735
-16% -$60.4K 0.02% 491
2024
Q4 		$371K Buy
11,118
+704
+7% +$24.8K 0.02% 447
2024
Q3 		$379K Buy
10,414
+163
+2% +$5.57K 0.02% 387
2024
Q2 		$347K Buy
10,251
+7,455
+267% +$246K 0.02% 399
2024
Q1 		$89.9K Buy
2,796
+1,828
+189% +$57.6K 0.01% 747
2023
Q4 		$31K Buy
968
+143
+17% +$4.41K ﹤0.01% 1080
2023
Q3 		$25K Sell
825
-446
-35% -$14.1K ﹤0.01% 1045
2023
Q2 		$40.2K Buy
1,271
+51
+4% +$1.6K ﹤0.01% 923
2023
Q1 		$38.4K Buy
1,220
+56
+5% +$1.77K ﹤0.01% 881
2022
Q4 		$35K Sell
1,164
-4,943
-81% -$145K 0.01% 893
2022
Q3 		$169K Buy
6,107
+438
+8% +$13.7K 0.04% 325
2022
Q2 		$183K Sell
5,669
-3,188
-36% -$108K 0.05% 268
2022
Q1 		$326K Buy
8,857
+2,588
+41% +$99.4K 0.08% 200
2021
Q4 		$249K Buy
+6,269
New +$258K 0.07% 193

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 22.9% 1-Year Est. Return

EverSource Wealth Advisors's ESGE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $57.1K and leaving 8,280 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #595.

EverSource Wealth Advisors first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • EverSource Wealth Advisors held 8,280 shares of iShares ESG Aware MSCI EM ETF worth $453K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,093 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $57.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.