Ferguson Wellman Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ferguson Wellman Capital 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	$15.4M	Sell	281,749 -1,526	-0.5%	-$79.7K	0.19%	93
2026 Q1	$12.9M	Buy	+283,275	New	+$13.4M	0.18%	91
2021 Q1	–	Sell	-97,617	Closed	-$4.1M	–	353
2020 Q4	$4.1M	Buy	97,617 +36,495	+60%	+$1.42M	0.1%	145
2020 Q3	$2.18M	Buy	61,122 +17,130	+39%	+$607K	0.06%	160
2020 Q2	$1.41M	Buy	43,992 +5,865	+15%	+$176K	0.04%	175
2020 Q1	$1.04M	Buy	38,127 +8,902	+30%	+$294K	0.04%	188
2019 Q4	$1.05M	Buy	29,225 +3,095	+12%	+$106K	0.03%	214
2019 Q3	$850K	Sell	26,130 -8,610	-25%	-$283K	0.03%	222
2019 Q2	$1.18M	Buy	34,740 +10,820	+45%	+$365K	0.04%	194
2019 Q1	$815K	Buy	23,920 +1,800	+8%	+$59.9K	0.03%	212
2018 Q4	$678K	Buy	22,120 +5,310	+32%	+$167K	0.03%	231
2018 Q3	$561K	Buy	16,810 +5,450	+48%	+$183K	0.02%	232
2018 Q2	$382K	Buy	+11,360	New	+$410K	0.01%	272

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

Ferguson Wellman Capital Management's ESGE Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.54% in Q2 2026, selling an estimated $79.7K and leaving 281,749 shares worth $15.4M. The position accounts for 0.19% of the portfolio, ranked #93.

Ferguson Wellman Capital Management first reported a position in ESGE in Q2 2018 and has held it in 13 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Ferguson Wellman Capital Management held 281,749 shares of iShares ESG Aware MSCI EM ETF worth $15.4M as of Q2 2026.
Ferguson Wellman Capital Management sold 1,526 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $79.7K.
iShares ESG Aware MSCI EM ETF made up 0.19% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #93 holding.
Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 13 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.