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Forefront Analytics’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Forefront Analytics’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 		$10.5M Sell
192,398
-177,055
-48% -$9.25M 11.43% 3
2026
Q1 		$16.8M Buy
369,453
+5,725
+2% +$271K 15.28% 2
2025
Q4 		$16.1M Buy
363,728
+165,743
+84% +$7.31M 14.18% 2
2025
Q3 		$8.6M Buy
197,985
+57,571
+41% +$2.35M 8.28% 4
2025
Q2 		$5.5M Buy
+140,414
New +$5.08M 6.14% 7
2023
Q3 		– Sell
-8,300
Closed -$263K – 69
2023
Q2 		$263K Buy
8,300
+6
+0.1% +$188 0.15% 50
2023
Q1 		$261K Buy
8,294
+35
+0.4% +$1.11K 0.13% 58
2022
Q4 		$248K Buy
8,259
+14
+0.2% +$410 0.13% 59
2022
Q3 		$229K Hold
8,245
– – 0.12% 47
2022
Q2 		$266K Sell
8,245
-131
-2% -$4.44K 0.13% 44
2022
Q1 		$308K Hold
8,376
– – 0.11% 45
2021
Q4 		$334K Buy
8,376
+444
+6% +$18.3K 0.11% 43
2021
Q3 		$328K Buy
7,932
+5
+0.1% +$214 0.12% 44
2021
Q2 		$358K Buy
7,927
+39
+0.5% +$1.73K 0.14% 43
2021
Q1 		$341K Hold
7,888
– – 0.15% 41
2020
Q4 		$331K Buy
7,888
+65
+0.8% +$2.53K 0.14% 43
2020
Q3 		$279K Buy
+7,823
New +$277K 0.13% 43
2020
Q2 		– Sell
-4,285
Closed -$117K – 82
2020
Q1 		$117K Buy
4,285
+3,029
+241% +$100K 0.09% 48
2019
Q4 		$46K Buy
1,256
+353
+39% +$12.1K 0.02% 44
2019
Q3 		$30K Buy
+903
New +$29.7K 0.01% 44

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

Forefront Analytics's ESGE Position: Q2 2026 in Review

Forefront Analytics reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 48% in Q2 2026, selling an estimated $9.25M and leaving 192,398 shares worth $10.5M. The position accounts for 11.43% of the portfolio, ranked #3.

Forefront Analytics first reported a position in ESGE in Q3 2019 and has held it in 20 quarters since. The position peaked at $16.8M in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Forefront Analytics held 192,398 shares of iShares ESG Aware MSCI EM ETF worth $10.5M as of Q2 2026.
  • Forefront Analytics sold 177,055 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $9.25M.
  • iShares ESG Aware MSCI EM ETF made up 11.43% of Forefront Analytics's portfolio in Q2 2026, its #3 holding.
  • Forefront Analytics first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 20 quarters since.
  • Forefront Analytics's iShares ESG Aware MSCI EM ETF position peaked at $16.8M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Forefront Analytics's 13F filing for Q2 2026, filed 13 Aug 2026.