Heritage Family Offices’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Family Offices’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	$259K	Buy	+4,733	New	+$247K	0.1%	179

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Heritage Family Offices's ESGE Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 4,733 shares worth $259K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings.

633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Heritage Family Offices held 4,733 shares of iShares ESG Aware MSCI EM ETF worth $259K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #179 holding.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.