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Hardy Reed’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Hardy Reed’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
Q1 		$711K Hold
15,626
– – 0.05% 117
2025
Q4 		$690K Sell
15,626
-45
-0.3% -$1.98K 0.05% 117
2025
Q3 		$680K Buy
15,671
+104
+0.7% +$4.24K 0.05% 114
2025
Q2 		$610K Buy
15,567
+733
+5% +$26.5K 0.05% 121
2025
Q1 		$518K Buy
14,834
+661
+5% +$23K 0.05% 130
2024
Q4 		$473K Buy
14,173
+1,646
+13% +$58.1K 0.04% 136
2024
Q3 		$456K Buy
12,527
+312
+3% +$10.7K 0.04% 145
2024
Q2 		$410K Sell
12,215
-12
-0.1% -$395 0.04% 149
2024
Q1 		$394K Buy
12,227
+12
+0.1% +$378 0.05% 80
2023
Q4 		$392K Sell
12,215
-1,005
-8% -$31K 0.05% 78
2023
Q3 		$400K Buy
13,220
+2,615
+25% +$82.8K 0.07% 65
2023
Q2 		$335K Hold
10,605
– – 0.06% 72
2023
Q1 		$334K Hold
10,605
– – 0.06% 80
2022
Q4 		$319K Sell
10,605
-3,243
-23% -$95K 0.06% 78
2022
Q3 		$383K Buy
13,848
+3,243
+31% +$101K 0.08% 54
2022
Q2 		$343K Sell
10,605
-1,319
-11% -$44.7K 0.07% 59
2022
Q1 		$438K Hold
11,924
– – 0.08% 48
2021
Q4 		$474K Buy
11,924
+2,104
+21% +$86.7K 0.08% 57
2021
Q3 		$407K Buy
9,820
+352
+4% +$15K 0.07% 65
2021
Q2 		$427K Buy
9,468
+1,270
+15% +$56.2K 0.08% 61
2021
Q1 		$355K Buy
8,198
+146
+2% +$6.49K 0.07% 65
2020
Q4 		$338K Buy
8,052
+28
+0.3% +$1.09K 0.07% 70
2020
Q3 		$286K Buy
8,024
+391
+5% +$13.9K 0.07% 67
2020
Q2 		$245K Buy
+7,633
New +$229K 0.09% 67

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Hardy Reed's ESGE Position: Q1 2026 in Review

Hardy Reed held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 15,626 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #117.

Hardy Reed first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Hardy Reed held 15,626 shares of iShares ESG Aware MSCI EM ETF worth $711K as of Q1 2026.
  • Hardy Reed left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Hardy Reed's portfolio in Q1 2026, its #117 holding.
  • Hardy Reed first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.