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

Golden State 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	$38.9K	Buy	711 +2	+0.3%	+$105	﹤0.01%	785
2026 Q1	$32.3K	Sell	709 -268	-27%	-$12.7K	﹤0.01%	798
2025 Q4	$43.2K	Buy	977 +9	+0.9%	+$397	﹤0.01%	725
2025 Q3	$42.1K	Hold	968	–	–	﹤0.01%	719
2025 Q2	$37.9K	Sell	968 -309	-24%	-$11.2K	﹤0.01%	708
2025 Q1	$44.6K	Buy	1,277 +190	+17%	+$6.62K	0.01%	614
2024 Q4	$36.3K	Buy	+1,087	New	+$38.4K	0.01%	640
2022 Q1	$206K	Sell	5,603 -2,973	-35%	-$114K	0.04%	293
2021 Q4	$341K	Buy	8,576 +1,593	+23%	+$65.7K	0.06%	270
2021 Q3	$289K	Sell	6,983 -51	-0.7%	-$2.18K	0.06%	236
2021 Q2	$318K	Buy	7,034 +208	+3%	+$9.21K	0.07%	218
2021 Q1	$295K	Sell	6,826 -6,694	-50%	-$298K	0.1%	152
2020 Q4	$568K	Buy	13,520 +6,977	+107%	+$272K	0.16%	113
2020 Q3	$233K	Buy	+6,543	New	+$232K	0.08%	177
2020 Q2	–	Sell	-1,143	Closed	-$31K	–	451
2020 Q1	$31K	Buy	+1,143	New	+$37.7K	0.01%	435

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

Golden State Wealth Management's ESGE Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.28% in Q2 2026, buying an estimated $105 and bringing the position to 711 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Golden State Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 15 quarters since. The position peaked at $568K in Q4 2020. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Golden State Wealth Management held 711 shares of iShares ESG Aware MSCI EM ETF worth $38.9K as of Q2 2026.
Golden State 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 Golden State Wealth Management's portfolio in Q2 2026, its #785 holding.
Golden State Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 15 quarters since.
Golden State Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $568K in Q4 2020.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.