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

Hilltop 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 		$1.6M Sell
29,187
-7
-0% -$366 0.79% 25
2026
Q1 		$1.33M Buy
29,194
+10,599
+57% +$501K 0.8% 23
2025
Q4 		$821K Sell
18,595
-1,409
-7% -$62.1K 0.41% 29
2025
Q3 		$869K Sell
20,004
-258
-1% -$10.5K 0.45% 29
2025
Q2 		$794K Sell
20,262
-18
-0.1% -$652 0.45% 27
2025
Q1 		$709K Sell
20,280
-454
-2% -$15.8K 0.4% 31
2024
Q4 		$692K Sell
20,734
-2,313
-10% -$81.6K 0.35% 30
2024
Q3 		$839K Sell
23,047
-394
-2% -$13.5K 0.39% 30
2024
Q2 		$786K Sell
23,441
-197
-0.8% -$6.49K 0.39% 30
2024
Q1 		$762K Sell
23,638
-673
-3% -$21.2K 0.39% 29
2023
Q4 		$779K Buy
24,311
+667
+3% +$20.6K 0.44% 26
2023
Q3 		$716K Sell
23,644
-1,206
-5% -$38.2K 0.55% 23
2023
Q2 		$786K Buy
24,850
+500
+2% +$15.7K 0.58% 23
2023
Q1 		$767K Sell
24,350
-1,024
-4% -$32.5K 0.62% 23
2022
Q4 		$763K Sell
25,374
-5,863
-19% -$172K 0.65% 21
2022
Q3 		$864K Sell
31,237
-381
-1% -$11.9K 0.89% 18
2022
Q2 		$1.02M Buy
31,618
+2,683
+9% +$91K 1% 15
2022
Q1 		$1.06M Buy
28,935
+8,282
+40% +$318K 0.91% 14
2021
Q4 		$821K Buy
20,653
+3,138
+18% +$129K 0.57% 17
2021
Q3 		$726K Buy
17,515
+3,913
+29% +$167K 0.51% 17
2021
Q2 		$614K Buy
13,602
+3,617
+36% +$160K 0.43% 18
2021
Q1 		$432K Buy
9,985
+1,702
+21% +$75.7K 0.33% 20
2020
Q4 		$348K Buy
8,283
+802
+11% +$31.3K 0.31% 23
2020
Q3 		$266K Sell
7,481
-311
-4% -$11K 0.27% 25
2020
Q2 		$250K Buy
7,792
+178
+2% +$5.35K 0.27% 26
2020
Q1 		$208K Buy
+7,614
New +$251K 0.25% 25

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

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

Hilltop Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.02% in Q2 2026, selling an estimated $366 and leaving 29,187 shares worth $1.6M. The position accounts for 0.79% of the portfolio, ranked #25.

Hilltop Wealth Advisors first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Hilltop Wealth Advisors held 29,187 shares of iShares ESG Aware MSCI EM ETF worth $1.6M as of Q2 2026.
  • Hilltop Wealth Advisors sold 7 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $366.
  • iShares ESG Aware MSCI EM ETF made up 0.79% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Hilltop Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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