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Great Diamond Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Great Diamond 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 		$465K Buy
8,509
+1,389
+20% +$72.6K 0.08% 172
2026
Q1 		$324K Buy
7,120
+255
+4% +$12.1K 0.06% 192
2025
Q4 		$303K Sell
6,865
-712
-9% -$31.4K 0.06% 194
2025
Q3 		$329K Buy
7,577
+226
+3% +$9.22K 0.06% 182
2025
Q2 		$288K Sell
7,351
-245
-3% -$8.87K 0.06% 188
2025
Q1 		$265K Buy
7,596
+66
+0.9% +$2.3K 0.07% 151
2024
Q4 		$251K Buy
7,530
+214
+3% +$7.55K 0.07% 154
2024
Q3 		$266K Sell
7,316
-97
-1% -$3.31K 0.07% 159
2024
Q2 		$249K Sell
7,413
-227
-3% -$7.48K 0.06% 183
2024
Q1 		$246K Buy
7,640
+21
+0.3% +$662 0.06% 199
2023
Q4 		$244K Sell
7,619
-10
-0.1% -$308 0.06% 202
2023
Q3 		$231K Buy
7,629
+183
+2% +$5.79K 0.06% 204
2023
Q2 		$236K Buy
+7,446
New +$234K 0.06% 201

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Great Diamond Partners's ESGE Position: Q2 2026 in Review

Great Diamond Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, buying an estimated $72.6K and bringing the position to 8,509 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #172.

Great Diamond Partners first reported a position in ESGE in Q2 2023 and has held it in 13 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Great Diamond Partners held 8,509 shares of iShares ESG Aware MSCI EM ETF worth $465K as of Q2 2026.
  • Great Diamond Partners bought 1,389 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $72.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #172 holding.
  • Great Diamond Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 13 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.