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Haverford Trust Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Haverford Trust 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 		$2.07M Buy
37,866
+542
+1% +$28.3K 0.02% 183
2026
Q1 		$1.7M Sell
37,324
-2,889
-7% -$137K 0.02% 191
2025
Q4 		$1.78M Sell
40,213
-361
-0.9% -$15.9K 0.02% 183
2025
Q3 		$1.76M Buy
40,574
+145
+0.4% +$5.92K 0.02% 185
2025
Q2 		$1.58M Buy
40,429
+8,025
+25% +$291K 0.02% 198
2025
Q1 		$1.13M Sell
32,404
-3,150
-9% -$110K 0.01% 212
2024
Q4 		$1.19M Buy
35,554
+2,725
+8% +$96.1K 0.01% 207
2024
Q3 		$1.2M Buy
32,829
+325
+1% +$11.1K 0.01% 216
2024
Q2 		$1.09M Buy
32,504
+475
+1% +$15.6K 0.01% 213
2024
Q1 		$1.03M Buy
32,029
+3,070
+11% +$96.7K 0.01% 214
2023
Q4 		$928K Sell
28,959
-3,212
-10% -$99.1K 0.01% 218
2023
Q3 		$974K Hold
32,171
– – 0.01% 199
2023
Q2 		$1.02M Buy
32,171
+3,335
+12% +$105K 0.01% 203
2023
Q1 		$908K Sell
28,836
-49
-0.2% -$1.55K 0.01% 204
2022
Q4 		$869K Hold
28,885
– – 0.01% 199
2022
Q3 		$799K Buy
28,885
+70
+0.2% +$2.18K 0.01% 206
2022
Q2 		$931K Sell
28,815
-700
-2% -$23.7K 0.01% 193
2022
Q1 		$1.08M Buy
29,515
+5,350
+22% +$205K 0.01% 192
2021
Q4 		$961K Sell
24,165
-3,230
-12% -$133K 0.01% 209
2021
Q3 		$1.14M Sell
27,395
-570
-2% -$24.4K 0.01% 190
2021
Q2 		$1.26M Buy
27,965
+4,106
+17% +$182K 0.01% 183
2021
Q1 		$1.03M Buy
23,859
+8,785
+58% +$391K 0.01% 177
2020
Q4 		$633K Buy
15,074
+1,213
+9% +$47.3K 0.01% 193
2020
Q3 		$494K Buy
+13,861
New +$491K 0.01% 202

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 22.9% 1-Year Est. Return

Haverford Trust Company's ESGE Position: Q2 2026 in Review

Haverford Trust Company increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 37,866 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #183.

Haverford Trust Company first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Haverford Trust Company held 37,866 shares of iShares ESG Aware MSCI EM ETF worth $2.07M as of Q2 2026.
  • Haverford Trust Company bought 542 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $28.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Haverford Trust Company's portfolio in Q2 2026, its #183 holding.
  • Haverford Trust Company first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.