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Grimes & Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Grimes & Company’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 		$1.46M Sell
26,763
-735
-3% -$38.4K 0.03% 217
2026
Q1 		$1.25M Sell
27,498
-2,526
-8% -$119K 0.03% 222
2025
Q4 		$1.33M Buy
30,024
+1,542
+5% +$68K 0.03% 223
2025
Q3 		$1.24M Buy
28,482
+168
+0.6% +$6.85K 0.03% 219
2025
Q2 		$1.11M Buy
28,314
+9,118
+47% +$330K 0.03% 207
2025
Q1 		$671K Sell
19,196
-11,960
-38% -$416K 0.02% 217
2024
Q4 		$1.04M Buy
31,156
+201
+0.6% +$7.09K 0.03% 192
2024
Q3 		$1.13M Buy
30,955
+899
+3% +$30.7K 0.03% 180
2024
Q2 		$1.01M Buy
30,056
+8,421
+39% +$277K 0.03% 175
2024
Q1 		$697K Buy
21,635
+3,360
+18% +$106K 0.02% 202
2023
Q4 		$586K Buy
+18,275
New +$564K 0.02% 212
2023
Q3 		– Sell
-19,805
Closed -$626K – 313
2023
Q2 		$626K Buy
19,805
+1,095
+6% +$34.3K 0.02% 190
2023
Q1 		$589K Buy
+18,710
New +$593K 0.02% 188
2021
Q4 		– Sell
-15,730
Closed -$652K – 305
2021
Q3 		$652K Sell
15,730
-3,950
-20% -$169K 0.03% 183
2021
Q2 		$889K Buy
19,680
+4,561
+30% +$202K 0.04% 155
2021
Q1 		$655K Buy
15,119
+1,635
+12% +$72.7K 0.03% 174
2020
Q4 		$566K Buy
13,484
+594
+5% +$23.2K 0.03% 181
2020
Q3 		$459K Buy
12,890
+3,594
+39% +$127K 0.03% 185
2020
Q2 		$298K Buy
+9,296
New +$279K 0.02% 200

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

Grimes & Company's ESGE Position: Q2 2026 in Review

Grimes & Company reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q2 2026, selling an estimated $38.4K and leaving 26,763 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #217.

Grimes & Company first reported a position in ESGE in Q2 2020 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Grimes & Company held 26,763 shares of iShares ESG Aware MSCI EM ETF worth $1.46M as of Q2 2026.
  • Grimes & Company sold 735 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $38.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #217 holding.
  • Grimes & Company first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.