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WELLINGTON-ALTUS USA INC.’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$3.87K Hold
85
– – ﹤0.01% 617
2026
Q1 		$4.65K Hold
85
– – ﹤0.01% 642
2025
Q4 		$3.75K Buy
+85
New +$3.75K ﹤0.01% 629

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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

WELLINGTON-ALTUS USA INC.'s ESGE Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 85 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WELLINGTON-ALTUS USA INC. first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.65K in Q1 2026. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 85 shares of iShares ESG Aware MSCI EM ETF worth $3.87K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #617 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares ESG Aware MSCI EM ETF position peaked at $4.65K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.