Freestone Capital Holdings’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Freestone Capital Holdings’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	$368K	Buy	6,721 +64	+1%	+$3.35K	0.01%	447
2026 Q1	$303K	Hold	6,657	–	–	0.01%	439
2025 Q4	$294K	Hold	6,657	–	–	0.01%	430
2025 Q3	$289K	Buy	+6,657	New	+$272K	0.01%	439
2021 Q1	–	Sell	-1,612	Closed	-$67.7K	–	613
2020 Q4	$67.7K	Buy	1,612 +4	+0.2%	+$156	﹤0.01%	504
2020 Q3	$57.3K	Buy	+1,608	New	+$57K	﹤0.01%	469

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Freestone Capital Holdings's ESGE Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.96% in Q2 2026, buying an estimated $3.35K and bringing the position to 6,721 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #447.

Freestone Capital Holdings first reported a position in ESGE in Q3 2020 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Freestone Capital Holdings held 6,721 shares of iShares ESG Aware MSCI EM ETF worth $368K as of Q2 2026.
Freestone Capital Holdings bought 64 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.35K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #447 holding.
Freestone Capital Holdings first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 6 quarters since.
415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.