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Gladstone Institutional Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gladstone Institutional Advisory’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 		$265K Sell
4,842
-1,217
-20% -$63.6K 0.01% 778
2026
Q1 		$276K Buy
+6,059
New +$286K 0.01% 699

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Gladstone Institutional Advisory's ESGE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, selling an estimated $63.6K and leaving 4,842 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #778.

Gladstone Institutional Advisory first reported a position in ESGE in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 223 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Gladstone Institutional Advisory held 4,842 shares of iShares ESG Aware MSCI EM ETF worth $265K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,217 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $63.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #778 holding.
  • Gladstone Institutional Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's iShares ESG Aware MSCI EM ETF position peaked at $276K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.