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Financial Alternatives’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Alternatives’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 		$221K Buy
+4,047
New +$211K 0.11% 80
2026
Q1 		– Sell
-5,172
Closed -$228K – 81
2025
Q4 		$228K Buy
5,172
+129
+3% +$5.69K 0.13% 75
2025
Q3 		$219K Sell
5,043
-487
-9% -$19.9K 0.13% 79
2025
Q2 		$217K Buy
+5,530
New +$200K 0.14% 79

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

Financial Alternatives's ESGE Position: Q2 2026 in Review

Financial Alternatives opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 4,047 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Financial Alternatives previously reported a position in ESGE as recently as Q4 2025.

Financial Alternatives first reported a position in ESGE in Q2 2025 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 632 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Financial Alternatives held 4,047 shares of iShares ESG Aware MSCI EM ETF worth $221K as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Financial Alternatives position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.11% of Financial Alternatives's portfolio in Q2 2026, its #80 holding.
  • Financial Alternatives first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Alternatives's iShares ESG Aware MSCI EM ETF position peaked at $228K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.