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Gemmer Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gemmer Asset 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 		$562K Buy
10,267
+264
+3% +$13.8K 0.04% 109
2026
Q1 		$455K Buy
10,003
+602
+6% +$28.5K 0.04% 117
2025
Q4 		$415K Buy
+9,401
New +$414K 0.03% 121

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gemmer Asset Management's ESGE Position: Q2 2026 in Review

Gemmer Asset Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 10,267 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #109.

Gemmer Asset Management first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Gemmer Asset Management held 10,267 shares of iShares ESG Aware MSCI EM ETF worth $562K as of Q2 2026.
  • Gemmer Asset Management bought 264 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $13.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Gemmer Asset Management's portfolio in Q2 2026, its #109 holding.
  • Gemmer Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.