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Fiduciary Counselling’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fiduciary Counselling’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 		$215K Buy
3,930
+1,858
+90% +$97.1K 0.53% 9
2026
Q1 		$94.2K Sell
2,072
-137
-6% -$6.48K 0.26% 7
2025
Q4 		$97.6K Sell
2,209
-306
-12% -$13.5K 0.26% 9
2025
Q3 		$109K Hold
2,515
– – 0.29% 7
2025
Q2 		$98.5K Hold
2,515
– – 0.28% 7
2025
Q1 		$87.9K Hold
2,515
– – 0.22% 8
2024
Q4 		$84K Hold
2,515
– – 0.22% 9
2024
Q3 		$91.6K Sell
2,515
-109
-4% -$3.72K 0.23% 8
2024
Q2 		$88K Sell
2,624
-1,348
-34% -$44.4K 0.25% 9
2024
Q1 		$128K Hold
3,972
– – 0.35% 8
2023
Q4 		$127K Sell
3,972
-547
-12% -$16.9K 0.38% 8
2023
Q3 		$137K Hold
4,519
– – 0.44% 8
2023
Q2 		$143K Hold
4,519
– – 0.43% 8
2023
Q1 		$142K Hold
4,519
– – 0.34% 9
2022
Q4 		$136K Sell
4,519
-480
-10% -$14.1K 0.3% 10
2022
Q3 		$138K Hold
4,999
– – 0.29% 9
2022
Q2 		$162K Hold
4,999
– – 0.42% 8
2022
Q1 		$184K Hold
4,999
– – 0.38% 8
2021
Q4 		$199K Hold
4,999
– – 0.41% 6
2021
Q3 		$207K Hold
4,999
– – 0.48% 6
2021
Q2 		$226K Sell
4,999
-451
-8% -$20K 0.52% 6
2021
Q1 		$236K Hold
5,450
– – 0.73% 6
2020
Q4 		$229K Sell
5,450
-441
-7% -$17.2K 0.75% 6
2020
Q3 		$210K Sell
5,891
-508
-8% -$18K 0.8% 6
2020
Q2 		$205K Sell
6,399
-1,238
-16% -$37.2K 0.96% 5
2020
Q1 		$209K Hold
7,637
– – 1.13% 5
2019
Q4 		$274K Hold
7,637
– – 1.07% 5
2019
Q3 		$248K Buy
+7,637
New +$251K 1.05% 5

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

Fiduciary Counselling's ESGE Position: Q2 2026 in Review

Fiduciary Counselling increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 90% in Q2 2026, buying an estimated $97.1K and bringing the position to 3,930 shares worth $215K. The position accounts for 0.53% of the portfolio, ranked #9.

Fiduciary Counselling first reported a position in ESGE in Q3 2019 and has held it in 28 quarters since. The position peaked at $274K in Q4 2019. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Fiduciary Counselling held 3,930 shares of iShares ESG Aware MSCI EM ETF worth $215K as of Q2 2026.
  • Fiduciary Counselling bought 1,858 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $97.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.53% of Fiduciary Counselling's portfolio in Q2 2026, its #9 holding.
  • Fiduciary Counselling first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 28 quarters since.
  • Fiduciary Counselling's iShares ESG Aware MSCI EM ETF position peaked at $274K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Fiduciary Counselling's 13F filing for Q2 2026, filed 3 Aug 2026.