Fund Evaluation Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fund Evaluation Group’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	$853K	Hold	15,605	–	–	0.02%	62
2026 Q1	$710K	Hold	15,605	–	–	0.02%	57
2025 Q4	$689K	Buy	+15,605	New	+$688K	0.02%	48
2022 Q2	–	Sell	-5,649	Closed	-$207K	–	29
2022 Q1	$207K	Hold	5,649	–	–	0.01%	38
2021 Q4	$225K	Hold	5,649	–	–	0.02%	26
2021 Q3	$234K	Hold	5,649	–	–	0.02%	28
2021 Q2	$255K	Buy	+5,649	New	+$250K	0.02%	26

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

Fund Evaluation Group's ESGE Position: Q2 2026 in Review

Fund Evaluation Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 15,605 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #62.

Fund Evaluation Group first reported a position in ESGE in Q2 2021 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Fund Evaluation Group held 15,605 shares of iShares ESG Aware MSCI EM ETF worth $853K as of Q2 2026.
Fund Evaluation Group left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.02% of Fund Evaluation Group's portfolio in Q2 2026, its #62 holding.
Fund Evaluation Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.