Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-632	Closed	-$28.7K	–	429
2026 Q1	$28.7K	Buy	+632	New	+$29.9K	﹤0.01%	479
2025 Q3	–	Sell	-1,269	Closed	-$49.7K	–	397
2025 Q2	$49.7K	Buy	1,269 +16	+1%	+$579	﹤0.01%	398
2025 Q1	$43.8K	Hold	1,253	–	–	﹤0.01%	386
2024 Q4	$41.8K	Buy	+1,253	New	+$44.2K	﹤0.01%	373
2022 Q2	–	Sell	-91	Closed	-$3K	–	354
2022 Q1	$3K	Hold	91	–	–	﹤0.01%	233
2021 Q4	$4K	Buy	+91	New	+$3.75K	﹤0.01%	221

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

Guardian Wealth Advisors (North Carolina)'s ESGE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 632 shares — an estimated $28.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ESGE in Q4 2021 and held it in 6 quarters. The position peaked at $49.7K in Q2 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 632 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $28.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares ESG Aware MSCI EM ETF position peaked at $49.7K in Q2 2025.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.