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

Geneos Wealth 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 		$47.5K Buy
869
+2
+0.2% +$105 ﹤0.01% 1481
2026
Q1 		$39.4K Sell
867
-141
-14% -$6.67K ﹤0.01% 1520
2025
Q4 		$44.5K Sell
1,008
-68
-6% -$3K ﹤0.01% 1439
2025
Q3 		$46.7K Sell
1,076
-275
-20% -$11.2K ﹤0.01% 1408
2025
Q2 		$52.9K Buy
1,351
+534
+65% +$19.3K ﹤0.01% 1539
2025
Q1 		$28.6K Buy
817
+110
+16% +$3.83K ﹤0.01% 1760
2024
Q4 		$23.6K Buy
707
+31
+5% +$1.09K ﹤0.01% 1653
2024
Q3 		$24.6K Buy
676
+226
+50% +$7.72K ﹤0.01% 1487
2024
Q2 		$15.1K Buy
450
+34
+8% +$1.12K ﹤0.01% 1433
2024
Q1 		$13.4K Sell
416
-495
-54% -$15.6K ﹤0.01% 1474
2023
Q4 		$29.2K Buy
911
+40
+5% +$1.23K ﹤0.01% 1238
2023
Q3 		$26.4K Buy
871
+463
+113% +$14.7K ﹤0.01% 1284
2023
Q2 		$12.9K Sell
408
-54
-12% -$1.69K ﹤0.01% 1503
2023
Q1 		$14.6K Sell
462
-65
-12% -$2.06K ﹤0.01% 1438
2022
Q4 		$15.9K Buy
527
+7
+1% +$205 ﹤0.01% 1407
2022
Q3 		$14K Sell
520
-286
-35% -$8.92K ﹤0.01% 1430
2022
Q2 		$25K Sell
806
-56
-6% -$1.9K ﹤0.01% 1585
2022
Q1 		$31K Sell
862
-325
-27% -$12.5K ﹤0.01% 1585
2021
Q4 		$47K Buy
1,187
+91
+8% +$3.75K ﹤0.01% 1505
2021
Q3 		$45K Sell
1,096
-47
-4% -$2.01K ﹤0.01% 1540
2021
Q2 		$51K Sell
1,143
-4,606
-80% -$204K ﹤0.01% 1470
2021
Q1 		$252K Sell
5,749
-1,436
-20% -$63.9K 0.01% 874
2020
Q4 		$64K Buy
7,185
+6,746
+1,537% +$263K ﹤0.01% 1335
2020
Q3 		$15K Hold
439
– – ﹤0.01% 1781
2020
Q2 		$14K Hold
439
– – ﹤0.01% 1767
2020
Q1 		$11K Hold
439
– – ﹤0.01% 1766
2019
Q4 		$15K Hold
439
– – ﹤0.01% 1799
2019
Q3 		$14K Hold
439
– – ﹤0.01% 1755
2019
Q2 		$14K Hold
439
– – ﹤0.01% 1780
2019
Q1 		$14K Hold
439
– – ﹤0.01% 1715
2018
Q4 		$13K Hold
439
– – ﹤0.01% 1687
2018
Q3 		$14K Buy
+439
New +$14.8K ﹤0.01% 1721

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

Geneos Wealth Management's ESGE Position: Q2 2026 in Review

Geneos Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.23% in Q2 2026, buying an estimated $105 and bringing the position to 869 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Geneos Wealth Management first reported a position in ESGE in Q3 2018 and has held it in 32 quarters since. The position peaked at $252K in Q1 2021. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Geneos Wealth Management held 869 shares of iShares ESG Aware MSCI EM ETF worth $47.5K as of Q2 2026.
  • Geneos Wealth Management bought 2 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $105.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1481 holding.
  • Geneos Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $252K in Q1 2021.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.