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Golden State Equity Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Golden State Equity Partners’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 		– Sell
-2,817
Closed -$128K – 776
2026
Q1 		$128K Sell
2,817
-2,313
-45% -$109K 0.01% 696
2025
Q4 		$227K Buy
+5,130
New +$226K 0.04% 454
2024
Q4 		– Sell
-305
Closed -$11.1K – 581
2024
Q3 		$11.1K Buy
+305
New +$10.4K ﹤0.01% 692

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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 22.96% 1-Year Est. Return

Golden State Equity Partners's ESGE Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 2,817 shares — an estimated $128K sold.

Golden State Equity Partners first reported a position in ESGE in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,817 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $128K.
  • Golden State Equity Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and held it in 3 quarters.
  • Golden State Equity Partners's iShares ESG Aware MSCI EM ETF position peaked at $227K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.