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

Fiduciary Trust’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 		$22.3M Sell
407,888
-17,150
-4% -$896K 0.24% 68
2026
Q1 		$19.3M Buy
425,038
+14,804
+4% +$700K 0.23% 69
2025
Q4 		$18.1M Buy
410,234
+8,736
+2% +$385K 0.21% 74
2025
Q3 		$17.4M Buy
401,498
+49,374
+14% +$2.01M 0.2% 75
2025
Q2 		$13.8M Sell
352,124
-2,783
-0.8% -$101K 0.17% 89
2025
Q1 		$12.4M Sell
354,907
-2,447
-0.7% -$85.2K 0.16% 88
2024
Q4 		$11.9M Buy
357,354
+6,081
+2% +$215K 0.16% 96
2024
Q3 		$12.8M Sell
351,273
-8,074
-2% -$276K 0.18% 87
2024
Q2 		$12M Sell
359,347
-999
-0.3% -$32.9K 0.18% 86
2024
Q1 		$11.6M Buy
360,346
+3,029
+0.8% +$95.4K 0.18% 90
2023
Q4 		$11.5M Sell
357,317
-25,066
-7% -$773K 0.19% 87
2023
Q3 		$11.6M Buy
382,383
+4,720
+1% +$149K 0.21% 75
2023
Q2 		$11.9M Buy
377,663
+17,826
+5% +$559K 0.21% 82
2023
Q1 		$11.3M Buy
359,837
+23,541
+7% +$746K 0.21% 82
2022
Q4 		$10.1M Sell
336,296
-9,347
-3% -$274K 0.2% 92
2022
Q3 		$9.56M Buy
345,643
+2,155
+0.6% +$67.2K 0.21% 89
2022
Q2 		$11.1M Buy
343,488
+6,918
+2% +$235K 0.23% 86
2022
Q1 		$12.4M Buy
336,570
+33,972
+11% +$1.3M 0.22% 87
2021
Q4 		$12M Buy
302,598
+61,310
+25% +$2.53M 0.2% 101
2021
Q3 		$10M Sell
241,288
-3,697
-2% -$158K 0.18% 107
2021
Q2 		$11.1M Buy
244,985
+49,768
+25% +$2.2M 0.21% 96
2021
Q1 		$8.46M Buy
195,217
+33,958
+21% +$1.51M 0.17% 116
2020
Q4 		$6.77M Buy
161,259
+14,231
+10% +$555K 0.14% 131
2020
Q3 		$5.24M Buy
147,028
+14,046
+11% +$498K 0.12% 132
2020
Q2 		$4.27M Buy
132,982
+20,642
+18% +$620K 0.11% 140
2020
Q1 		$3.08M Buy
112,340
+23,854
+27% +$788K 0.09% 151
2019
Q4 		$3.18M Buy
88,486
+28,896
+48% +$990K 0.07% 163
2019
Q3 		$1.94M Buy
59,590
+2,359
+4% +$77.5K 0.05% 205
2019
Q2 		$1.95M Buy
57,231
+15,800
+38% +$533K 0.05% 194
2019
Q1 		$1.41M Buy
+41,431
New +$1.38M 0.04% 219

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 Trust's ESGE Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4% in Q2 2026, selling an estimated $896K and leaving 407,888 shares worth $22.3M. The position accounts for 0.24% of the portfolio, ranked #68.

Fiduciary Trust first reported a position in ESGE in Q1 2019 and has held it in 30 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Fiduciary Trust held 407,888 shares of iShares ESG Aware MSCI EM ETF worth $22.3M as of Q2 2026.
  • Fiduciary Trust sold 17,150 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $896K.
  • iShares ESG Aware MSCI EM ETF made up 0.24% of Fiduciary Trust's portfolio in Q2 2026, its #68 holding.
  • Fiduciary Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 30 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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