GC Wealth Management RIA’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

GC Wealth Management RIA’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	$435K	Sell	7,948 -557	-7%	-$29.1K	0.03%	352
2026 Q1	$387K	Buy	8,505 +651	+8%	+$30.8K	0.02%	387
2025 Q4	$347K	Sell	7,854 -1,247	-14%	-$55K	0.01%	429
2025 Q3	$395K	Buy	9,101 +1,730	+23%	+$70.6K	0.01%	627
2025 Q2	$289K	Buy	7,371 +222	+3%	+$8.04K	0.02%	448
2025 Q1	$250K	Buy	+7,149	New	+$249K	0.05%	267
2024 Q2	–	Sell	-13,635	Closed	-$439K	–	271
2024 Q1	$439K	Buy	+13,635	New	+$430K	0.09%	181

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 22.9% 1-Year Est. Return

GC Wealth Management RIA's ESGE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.5% in Q2 2026, selling an estimated $29.1K and leaving 7,948 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #352.

GC Wealth Management RIA first reported a position in ESGE in Q1 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2024. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

GC Wealth Management RIA held 7,948 shares of iShares ESG Aware MSCI EM ETF worth $435K as of Q2 2026.
GC Wealth Management RIA sold 557 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $29.1K.
iShares ESG Aware MSCI EM ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #352 holding.
GC Wealth Management RIA first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 7 quarters since.
GC Wealth Management RIA's iShares ESG Aware MSCI EM ETF position peaked at $439K in Q1 2024.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.