FWI
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Facet Wealth Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Facet Wealth 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 		$760K Buy
13,893
+1,815
+15% +$94.8K 0.01% 153
2026
Q1 		$549K Buy
12,078
+143
+1% +$6.76K 0.01% 161
2025
Q4 		$582K Buy
11,935
+2,247
+23% +$99.1K 0.01% 140
2025
Q3 		$421K Buy
9,688
+1,412
+17% +$57.6K 0.01% 130
2025
Q2 		$327K Buy
8,276
+98
+1% +$3.55K 0.01% 120
2025
Q1 		$299K Sell
8,178
-1,039
-11% -$36.2K 0.01% 110
2024
Q4 		$321K Buy
9,217
+68
+0.7% +$2.4K 0.01% 107
2024
Q3 		$323K Sell
9,149
-308
-3% -$10.5K 0.01% 108
2024
Q2 		$313K Buy
+9,457
New +$312K 0.01% 103

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

Facet Wealth Inc's ESGE Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, buying an estimated $94.8K and bringing the position to 13,893 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #153.

Facet Wealth Inc first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Facet Wealth Inc held 13,893 shares of iShares ESG Aware MSCI EM ETF worth $760K as of Q2 2026.
  • Facet Wealth Inc bought 1,815 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $94.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #153 holding.
  • Facet Wealth Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.