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

GeoWealth 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	$3.65M	Sell	66,693 -10,585	-14%	-$553K	0.11%	108
2026 Q1	$3.51M	Sell	77,278 -9,430	-11%	-$446K	0.13%	107
2025 Q4	$3.83M	Sell	86,708 -4,051	-4%	-$179K	0.14%	96
2025 Q3	$3.94M	Sell	90,759 -1,159	-1%	-$47.3K	0.14%	96
2025 Q2	$3.6M	Sell	91,918 -127	-0.1%	-$4.6K	0.14%	88
2025 Q1	$3.22M	Sell	92,045 -9,921	-10%	-$345K	0.13%	100
2024 Q4	$3.4M	Sell	101,966 -13,042	-11%	-$460K	0.11%	126
2024 Q3	$4.19M	Buy	115,008 +12,434	+12%	+$425K	0.15%	114
2024 Q2	$3.44M	Sell	102,574 -1,966	-2%	-$64.8K	0.15%	100
2024 Q1	$3.37M	Buy	+104,540	New	+$3.29M	0.13%	123

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

GeoWealth Management's ESGE Position: Q2 2026 in Review

GeoWealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $553K and leaving 66,693 shares worth $3.65M. The position accounts for 0.11% of the portfolio, ranked #108.

GeoWealth Management first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.19M in Q3 2024. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

GeoWealth Management held 66,693 shares of iShares ESG Aware MSCI EM ETF worth $3.65M as of Q2 2026.
GeoWealth Management sold 10,585 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $553K.
iShares ESG Aware MSCI EM ETF made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #108 holding.
GeoWealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's iShares ESG Aware MSCI EM ETF position peaked at $4.19M in Q3 2024.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.