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Greykasell Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Greykasell Wealth Strategies’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 		$1.25M Sell
22,782
-1,536
-6% -$80.3K 0.45% 51
2026
Q1 		$1.11M Sell
24,318
-137
-0.6% -$6.48K 0.45% 51
2025
Q4 		$1.08M Sell
24,455
-384
-2% -$16.9K 0.43% 54
2025
Q3 		$1.08M Sell
24,839
-12,468
-33% -$509K 0.45% 53
2025
Q2 		$1.46M Sell
37,307
-839
-2% -$30.4K 0.7% 39
2025
Q1 		$1.33M Buy
38,146
+576
+2% +$20.1K 0.71% 39
2024
Q4 		$1.25M Buy
+37,570
New +$1.33M 0.7% 43

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Greykasell Wealth Strategies's ESGE Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.3% in Q2 2026, selling an estimated $80.3K and leaving 22,782 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #51.

Greykasell Wealth Strategies first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Greykasell Wealth Strategies held 22,782 shares of iShares ESG Aware MSCI EM ETF worth $1.25M as of Q2 2026.
  • Greykasell Wealth Strategies sold 1,536 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $80.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.45% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Greykasell Wealth Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's iShares ESG Aware MSCI EM ETF position peaked at $1.46M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.