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Freedom Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Freedom Investment Management’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 		$289K Sell
5,284
-382
-7% -$20K 0.08% 86
2026
Q1 		$258K Sell
5,666
-643
-10% -$30.4K 0.08% 90
2025
Q4 		$279K Sell
6,309
-4,416
-41% -$195K 0.08% 93
2025
Q3 		$466K Sell
10,725
-7,865
-42% -$321K 0.12% 80
2025
Q2 		$728K Sell
18,590
-1,494
-7% -$54.1K 0.06% 333
2025
Q1 		$702K Buy
20,084
+5,705
+40% +$199K 0.06% 331
2024
Q4 		$480K Buy
14,379
+4,609
+47% +$163K 0.04% 444
2024
Q3 		$356K Buy
9,770
+688
+8% +$23.5K 0.03% 541
2024
Q2 		$305K Buy
9,082
+1,762
+24% +$58K 0.02% 590
2024
Q1 		$236K Sell
7,320
-148
-2% -$4.66K 0.02% 686
2023
Q4 		$239K Buy
+7,468
New +$230K 0.02% 664

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 22.9% 1-Year Est. Return

Freedom Investment Management's ESGE Position: Q2 2026 in Review

Freedom Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q2 2026, selling an estimated $20K and leaving 5,284 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #86.

Freedom Investment Management first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $728K in Q2 2025. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Freedom Investment Management held 5,284 shares of iShares ESG Aware MSCI EM ETF worth $289K as of Q2 2026.
  • Freedom Investment Management sold 382 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $20K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Freedom Investment Management's portfolio in Q2 2026, its #86 holding.
  • Freedom Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • Freedom Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $728K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.