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

Focus Financial Network’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	$688K	Buy	12,583 +1,006	+9%	+$52.6K	0.02%	422
2026 Q1	$526K	Sell	11,577 -1,548	-12%	-$73.2K	0.02%	448
2025 Q4	$580K	Sell	13,125 -81	-0.6%	-$3.57K	0.02%	418
2025 Q3	$573K	Buy	13,206 +1,236	+10%	+$50.4K	0.02%	417
2025 Q2	$469K	Sell	11,970 -12,326	-51%	-$446K	0.02%	446
2025 Q1	$849K	Buy	24,296 +1,814	+8%	+$63.2K	0.03%	304
2024 Q4	$751K	Buy	22,482 +1,647	+8%	+$58.1K	0.03%	329
2024 Q3	$759K	Buy	20,835 +98	+0.5%	+$3.35K	0.03%	320
2024 Q2	$712K	Buy	20,737 +293	+1%	+$9.65K	0.03%	324
2024 Q1	$640K	Sell	20,444 -1,360	-6%	-$42.9K	0.03%	324
2023 Q4	$699K	Sell	21,804 -2,996	-12%	-$92.4K	0.03%	384
2023 Q3	$751K	Sell	24,800 -3,115	-11%	-$98.6K	0.04%	285
2023 Q2	$883K	Buy	27,915 +170	+0.6%	+$5.33K	0.05%	259
2023 Q1	$873K	Sell	27,745 -17,980	-39%	-$570K	0.05%	252
2022 Q4	$1.37M	Sell	45,725 -4,437	-9%	-$130K	0.11%	153
2022 Q3	$1.39M	Buy	50,162 +20,875	+71%	+$651K	0.12%	145
2022 Q2	$946K	Buy	29,287 +10,753	+58%	+$365K	0.08%	196
2022 Q1	$681K	Buy	+18,534	New	+$712K	0.05%	254
2021 Q4	–	Sell	-21,890	Closed	-$907K	–	381
2021 Q3	$907K	Sell	21,890 -1,568	-7%	-$67K	0.12%	163
2021 Q2	$1.06M	Buy	23,458 +1,411	+6%	+$62.5K	0.14%	151
2021 Q1	$955K	Buy	22,047 +5,879	+36%	+$261K	0.11%	165
2020 Q4	$679K	Sell	16,168 -31,061	-66%	-$1.21M	0.06%	228
2020 Q3	$1.68M	Buy	47,229 +1,083	+2%	+$38.4K	0.16%	130
2020 Q2	$1.48M	Buy	+46,146	New	+$1.39M	0.16%	123

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

Focus Financial Network's ESGE Position: Q2 2026 in Review

Focus Financial Network increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.7% in Q2 2026, buying an estimated $52.6K and bringing the position to 12,583 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #422.

Focus Financial Network first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.68M in Q3 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Focus Financial Network held 12,583 shares of iShares ESG Aware MSCI EM ETF worth $688K as of Q2 2026.
Focus Financial Network bought 1,006 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $52.6K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #422 holding.
Focus Financial Network first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
Focus Financial Network's iShares ESG Aware MSCI EM ETF position peaked at $1.68M in Q3 2020.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.