Hardy Reed
ESGE icon

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
Q3 		$807K Sell
14,898
-728
-5% -$38.8K 0.05% 121
2026
Q2 		$855K Hold
15,626
– – 0.05% 109
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Hardy Reed's ESGE Position: Q3 2026 in Review

Hardy Reed reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.7% in Q3 2026, selling an estimated $38.8K and leaving 14,898 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #121.

Hardy Reed first reported a position in ESGE in Q2 2020 and has held it in 26 quarters since. The position peaked at $855K in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Hardy Reed held 14,898 shares of iShares ESG Aware MSCI EM ETF worth $807K as of Q3 2026.
  • Hardy Reed sold 728 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $38.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Hardy Reed's portfolio in Q3 2026, its #121 holding.
  • Hardy Reed first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 26 quarters since.
  • Hardy Reed's iShares ESG Aware MSCI EM ETF position peaked at $855K in Q2 2026.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.