Focus Partners Wealth
ESGE icon

Focus Partners Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Focus Partners Wealth’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 		$7.23M Sell
132,262
-11,334
-8% -$592K 0.01% 818
2026
Q1 		$6.53M Buy
143,596
+20,836
+17% +$985K 0.01% 844
2025
Q4 		$5.42M Sell
122,760
-533
-0.4% -$23.5K 0.01% 914
2025
Q3 		$5.38M Buy
123,293
+12,518
+11% +$511K 0.01% 726
2025
Q2 		$4.34M Buy
110,775
+6,201
+6% +$225K 0.01% 716
2025
Q1 		$3.65M Sell
104,574
-6,538
-6% -$228K 0.01% 716
2024
Q4 		$3.71M Buy
111,112
+4,774
+4% +$168K 0.01% 691
2024
Q3 		$3.87M Buy
106,338
+67,556
+174% +$2.31M 0.01% 619
2024
Q2 		$1.3M Buy
38,782
+177
+0.5% +$5.83K ﹤0.01% 740
2024
Q1 		$1.24M Buy
38,605
+496
+1% +$15.6K 0.01% 569
2023
Q4 		$1.22M Buy
+38,109
New +$1.18M 0.02% 422

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

Focus Partners Wealth's ESGE Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.9% in Q2 2026, selling an estimated $592K and leaving 132,262 shares worth $7.23M. The position accounts for 0.01% of the portfolio, ranked #818.

Focus Partners Wealth first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Focus Partners Wealth held 132,262 shares of iShares ESG Aware MSCI EM ETF worth $7.23M as of Q2 2026.
  • Focus Partners Wealth sold 11,334 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $592K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #818 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.