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

Evoke 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 		– Sell
-97,881
Closed -$4.45M – 201
2026
Q1 		$4.45M Hold
97,881
– – 0.08% 95
2025
Q4 		$4.32M Sell
97,881
-1,168
-1% -$51.5K 0.08% 104
2025
Q3 		$4.3M Sell
99,049
-1
-0% -$41 0.09% 96
2025
Q2 		$3.88M Buy
99,050
+237
+0.2% +$8.58K 0.09% 94
2025
Q1 		$3.45M Buy
98,813
+16
+0% +$557 0.09% 95
2024
Q4 		$3.3M Buy
98,797
+60,195
+156% +$2.12M 0.09% 95
2024
Q3 		$1.41M Buy
38,602
+16,965
+78% +$579K 0.04% 156
2024
Q2 		$725K Sell
21,637
-18,746
-46% -$617K 0.86% 22
2024
Q1 		$1.3M Buy
40,383
+18,908
+88% +$596K 0.04% 152
2023
Q4 		$688K Sell
21,475
-80
-0.4% -$2.47K 1.12% 18
2023
Q3 		$653K Sell
21,555
-1,038
-5% -$32.9K 0.02% 216
2023
Q2 		$715K Sell
22,593
-169
-0.7% -$5.3K 0.02% 187
2023
Q1 		$717K Sell
22,762
-2,993
-12% -$94.8K 0.03% 182
2022
Q4 		$774K Buy
25,755
+18,089
+236% +$530K 0.03% 179
2022
Q3 		$212K Hold
7,666
– – 0.01% 312
2022
Q2 		$248K Hold
7,666
– – 0.01% 289
2022
Q1 		$282K Hold
7,666
– – 0.01% 301
2021
Q4 		$305K Hold
7,666
– – 0.01% 302
2021
Q3 		$317K Hold
7,666
– – 0.01% 275
2021
Q2 		$346K Hold
7,666
– – 0.01% 280
2021
Q1 		$332K Buy
7,666
+45
+0.6% +$2K 0.02% 253
2020
Q4 		$320K Buy
7,621
+7,580
+18,488% +$295K 0.02% 188
2020
Q3 		$1K Hold
41
– – ﹤0.01% 922
2020
Q2 		$1K Sell
41
-88
-68% -$2.64K ﹤0.01% 962
2020
Q1 		$3.53K Buy
+129
New +$4.26K ﹤0.01% 685
2019
Q4 		– Sell
-129
Closed -$4.2K – 1309
2019
Q3 		$4.2K Buy
+129
New +$4.24K ﹤0.01% 1048

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

Evoke Wealth's ESGE Position: Q2 2026 in Review

Evoke Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 97,881 shares — an estimated $4.45M sold.

Evoke Wealth first reported a position in ESGE in Q3 2019 and held it in 26 quarters. The position peaked at $4.45M in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Evoke Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 97,881 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.45M.
  • Evoke Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares ESG Aware MSCI EM ETF position peaked at $4.45M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.