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HB Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HB Wealth Management’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 		$2.64M Buy
48,249
+3,250
+7% +$170K 0.01% 404
2026
Q1 		$2.05M Buy
44,999
+3,847
+9% +$182K 0.01% 424
2025
Q4 		$1.82M Buy
41,152
+2,417
+6% +$107K 0.01% 427
2025
Q3 		$1.68M Buy
38,735
+1,806
+5% +$73.7K 0.01% 456
2025
Q2 		$1.45M Buy
36,929
+15,108
+69% +$547K 0.01% 451
2025
Q1 		$763K Buy
21,821
+1,045
+5% +$36.4K 0.01% 623
2024
Q4 		$694K Buy
20,776
+407
+2% +$14.4K 0.01% 521
2024
Q3 		$742K Buy
20,369
+3,011
+17% +$103K 0.01% 462
2024
Q2 		$582K Buy
17,358
+2,825
+19% +$93.1K 0.01% 499
2024
Q1 		$468K Buy
14,533
+577
+4% +$18.2K 0.01% 524
2023
Q4 		$447K Sell
13,956
-11
-0.1% -$339 0.01% 494
2023
Q3 		$423K Buy
13,967
+320
+2% +$10.1K 0.01% 476
2023
Q2 		$432K Buy
13,647
+32
+0.2% +$1K 0.01% 457
2023
Q1 		$429K Hold
13,615
– – 0.01% 450
2022
Q4 		$409K Buy
13,615
+566
+4% +$16.6K 0.01% 440
2022
Q3 		$361K Sell
13,049
-1,199
-8% -$37.4K 0.01% 401
2022
Q2 		$460K Sell
14,248
-384
-3% -$13K 0.01% 358
2022
Q1 		$537K Buy
14,632
+302
+2% +$11.6K 0.01% 340
2021
Q4 		$570K Buy
+14,330
New +$591K 0.01% 298

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

HB Wealth Management's ESGE Position: Q2 2026 in Review

HB Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.2% in Q2 2026, buying an estimated $170K and bringing the position to 48,249 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #404.

HB Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • HB Wealth Management held 48,249 shares of iShares ESG Aware MSCI EM ETF worth $2.64M as of Q2 2026.
  • HB Wealth Management bought 3,250 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $170K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #404 holding.
  • HB Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.