Glassman Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Glassman Wealth Services’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	$55	Hold	1	–	–	﹤0.01%	236
2026 Q1	$45	Hold	1	–	–	﹤0.01%	187
2025 Q4	$44	Hold	1	–	–	﹤0.01%	195
2025 Q3	$43	Hold	1	–	–	﹤0.01%	186
2025 Q2	$39	Hold	1	–	–	﹤0.01%	182
2025 Q1	$35	Hold	1	–	–	﹤0.01%	211
2024 Q4	$33	Hold	1	–	–	﹤0.01%	175
2024 Q3	$36	Hold	1	–	–	﹤0.01%	181
2024 Q2	$34	Hold	1	–	–	﹤0.01%	192
2024 Q1	$32	Hold	1	–	–	﹤0.01%	204
2023 Q4	$32	Hold	1	–	–	﹤0.01%	1952
2023 Q3	$30	Sell	1 -30	-97%	-$950	﹤0.01%	1985
2023 Q2	$981	Buy	+31	New	+$972	﹤0.01%	1449

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

Glassman Wealth Services's ESGE Position: Q2 2026 in Review

Glassman Wealth Services held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Glassman Wealth Services first reported a position in ESGE in Q2 2023 and has held it in 13 quarters since. The position peaked at $981 in Q2 2023. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Glassman Wealth Services held 1 share of iShares ESG Aware MSCI EM ETF worth $55 as of Q2 2026.
Glassman Wealth Services left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #236 holding.
Glassman Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 13 quarters since.
Glassman Wealth Services's iShares ESG Aware MSCI EM ETF position peaked at $981 in Q2 2023.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.