Fairview Capital Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fairview Capital Investment Management’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	$252K	Hold	4,600	–	–	0.01%	190
2026 Q1	$209K	Sell	4,600 -50	-1%	-$2.36K	0.01%	188
2025 Q4	$205K	Sell	4,650 -100	-2%	-$4.41K	0.01%	173
2025 Q3	$206K	Buy	+4,750	New	+$194K	0.01%	170
2021 Q3	–	Sell	-4,575	Closed	-$206K	–	126
2021 Q2	$206K	Buy	+4,575	New	+$203K	0.01%	122

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fairview Capital Investment Management's ESGE Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 4,600 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #190.

Fairview Capital Investment Management first reported a position in ESGE in Q2 2021 and has held it in 5 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Fairview Capital Investment Management held 4,600 shares of iShares ESG Aware MSCI EM ETF worth $252K as of Q2 2026.
Fairview Capital Investment Management 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 Fairview Capital Investment Management's portfolio in Q2 2026, its #190 holding.
Fairview Capital Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 5 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.