Harbor Investment Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Harbor Investment Advisory’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	$8.75K	Hold	160	–	–	﹤0.01%	1060
2026 Q1	$7.28K	Hold	160	–	–	﹤0.01%	956
2025 Q4	$7.07K	Hold	160	–	–	﹤0.01%	998
2025 Q3	$6.95K	Hold	160	–	–	﹤0.01%	957
2025 Q2	$6.27K	Hold	160	–	–	﹤0.01%	969
2025 Q1	$5.59K	Hold	160	–	–	﹤0.01%	961
2024 Q4	$5.34K	Hold	160	–	–	﹤0.01%	962
2024 Q3	$5.83K	Hold	160	–	–	﹤0.01%	963
2024 Q2	$5.37K	Hold	160	–	–	﹤0.01%	960
2024 Q1	$5.16K	Hold	160	–	–	﹤0.01%	967
2023 Q4	$5.13K	Hold	160	–	–	﹤0.01%	940
2023 Q3	$4.84K	Hold	160	–	–	﹤0.01%	925
2023 Q2	$5.06K	Hold	160	–	–	﹤0.01%	1125
2023 Q1	$5.04K	Sell	160 -35	-18%	-$1.11K	﹤0.01%	1130
2022 Q4	$5.86K	Buy	195 +26	+15%	+$762	﹤0.01%	1090
2022 Q3	$5K	Hold	169	–	–	﹤0.01%	1125
2022 Q2	$5K	Sell	169 -212	-56%	-$7.19K	﹤0.01%	1137
2022 Q1	$14K	Buy	381 +22	+6%	+$845	﹤0.01%	1000
2021 Q4	$14K	Buy	359 +167	+87%	+$6.88K	﹤0.01%	1001
2021 Q3	$8K	Buy	192 +52	+37%	+$2.22K	﹤0.01%	1087
2021 Q2	$6K	Buy	140 +104	+289%	+$4.61K	﹤0.01%	1076
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	1161
2020 Q4	$2K	Buy	36 +33	+1,100%	+$1.29K	﹤0.01%	1099
2020 Q3	$0	Buy	+3	New	+$106	﹤0.01%	1168

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Harbor Investment Advisory's ESGE Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 160 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Harbor Investment Advisory first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $14K in Q1 2022. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Harbor Investment Advisory held 160 shares of iShares ESG Aware MSCI EM ETF worth $8.75K as of Q2 2026.
Harbor Investment Advisory left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1060 holding.
Harbor Investment Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
Harbor Investment Advisory's iShares ESG Aware MSCI EM ETF position peaked at $14K in Q1 2022.
415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.