HWA
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Heritage Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Wealth Advisors’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 		$2.26M Sell
41,252
-666
-2% -$34.8K 0.08% 53
2026
Q1 		$1.91M Buy
41,918
+1,835
+5% +$86.8K 0.07% 56
2025
Q4 		$1.77M Buy
40,083
+60
+0.1% +$2.65K 0.07% 74
2025
Q3 		$1.74M Buy
40,023
+565
+1% +$23.1K 0.08% 61
2025
Q2 		$1.55M Buy
39,458
+173
+0.4% +$6.26K 0.07% 62
2025
Q1 		$1.37M Buy
39,285
+671
+2% +$23.4K 0.07% 65
2024
Q4 		$1.29M Sell
38,614
-223
-0.6% -$7.87K 0.06% 70
2024
Q3 		$1.41M Sell
38,837
-193
-0.5% -$6.59K 0.07% 70
2024
Q2 		$1.31M Buy
39,030
+798
+2% +$26.3K 0.06% 72
2024
Q1 		$1.23M Buy
38,232
+185
+0.5% +$5.83K 0.06% 75
2023
Q4 		$1.22M Buy
38,047
+4,457
+13% +$137K 0.06% 76
2023
Q3 		$1.02M Buy
33,590
+10,244
+44% +$324K 0.06% 77
2023
Q2 		$738K Buy
23,346
+9,774
+72% +$307K 0.04% 104
2023
Q1 		$427K Buy
13,572
+205
+2% +$6.5K 0.02% 142
2022
Q4 		$402K Buy
13,367
+32
+0.2% +$938 0.02% 150
2022
Q3 		$369K Buy
13,335
+6,065
+83% +$189K 0.03% 147
2022
Q2 		$235K Buy
7,270
+4,064
+127% +$138K 0.02% 185
2022
Q1 		$118K Buy
3,206
+2,801
+692% +$108K 0.01% 237
2021
Q4 		$16K Buy
405
+40
+11% +$1.65K ﹤0.01% 421
2021
Q3 		$15.1K Buy
+365
New +$15.6K ﹤0.01% 422

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 22.96% 1-Year Est. Return

Heritage Wealth Advisors's ESGE Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.6% in Q2 2026, selling an estimated $34.8K and leaving 41,252 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #53.

Heritage Wealth Advisors first reported a position in ESGE in Q3 2021 and has held it in 20 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Heritage Wealth Advisors held 41,252 shares of iShares ESG Aware MSCI EM ETF worth $2.26M as of Q2 2026.
  • Heritage Wealth Advisors sold 666 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $34.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Heritage Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Heritage Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 20 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.