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

Francis Financial’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	$275K	Buy	+5,025	New	+$263K	0.05%	113
2022 Q3	–	Sell	-26,548	Closed	-$845K	–	38
2022 Q2	$845K	Buy	+26,548	New	+$900K	0.75%	11

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

Francis Financial's ESGE Position: Q2 2026 in Review

Francis Financial opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 5,025 shares worth $275K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Francis Financial previously reported a position in ESGE as recently as Q2 2022.

Francis Financial first reported a position in ESGE in Q2 2022 and has held it in 2 quarters since. The position peaked at $845K in Q2 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Francis Financial held 5,025 shares of iShares ESG Aware MSCI EM ETF worth $275K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Francis Financial position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.05% of Francis Financial's portfolio in Q2 2026, its #113 holding.
Francis Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and has held it in 2 quarters since.
Francis Financial's iShares ESG Aware MSCI EM ETF position peaked at $845K in Q2 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.