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Horst & Graben Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Horst & Graben 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 		$1.63M Sell
30,678
-9,411
-23% -$492K 0.21% 68
2026
Q1 		$2.04M Sell
40,089
-909
-2% -$43K 0.28% 56
2025
Q4 		$1.81M Buy
40,998
+6,034
+17% +$266K 0.27% 49
2025
Q3 		$1.52M Buy
34,964
+607
+2% +$24.8K 0.23% 60
2025
Q2 		$1.35M Buy
34,357
+549
+2% +$19.9K 0.22% 63
2025
Q1 		$1.18M Sell
33,808
-2,251
-6% -$78.4K 0.21% 62
2024
Q4 		$1.2M Buy
36,059
+2,014
+6% +$71.1K 0.21% 56
2024
Q3 		$1.24M Buy
34,045
+583
+2% +$19.9K 0.22% 52
2024
Q2 		$1.12M Buy
33,462
+9,730
+41% +$320K 0.21% 55
2024
Q1 		$765K Sell
23,732
-238
-1% -$7.5K 0.16% 65
2023
Q4 		$768K Buy
23,970
+2,523
+12% +$77.8K 0.17% 62
2023
Q3 		$649K Sell
21,447
-10,889
-34% -$345K 0.16% 59
2023
Q2 		$1.02M Sell
32,336
-537
-2% -$16.8K 0.24% 44
2023
Q1 		$1.03M Buy
32,873
+1,704
+5% +$54K 0.26% 46
2022
Q4 		$937K Sell
31,169
-2,290
-7% -$67.1K 0.25% 51
2022
Q3 		$926K Buy
33,459
+1,972
+6% +$61.5K 0.26% 47
2022
Q2 		$1.02M Buy
31,487
+15,201
+93% +$515K 0.28% 48
2022
Q1 		$598K Buy
16,286
+307
+2% +$11.8K 0.15% 70
2021
Q4 		$635K Sell
15,979
-866
-5% -$35.7K 0.16% 69
2021
Q3 		$698K Sell
16,845
-6,872
-29% -$294K 0.19% 57
2021
Q2 		$1.07M Buy
23,717
+2,313
+11% +$102K 0.3% 46
2021
Q1 		$927K Buy
21,404
+9,028
+73% +$401K 0.29% 49
2020
Q4 		$520K Buy
12,376
+2,012
+19% +$78.4K 0.18% 66
2020
Q3 		$369K Buy
+10,364
New +$367K 0.14% 81
2020
Q2 		– Sell
-50,977
Closed -$1.4M – 100
2020
Q1 		$1.4M Buy
+50,977
New +$1.68M 0.73% 19

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

Horst & Graben Wealth Management's ESGE Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 23% in Q2 2026, selling an estimated $492K and leaving 30,678 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #68.

Horst & Graben Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.04M in Q1 2026. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Horst & Graben Wealth Management held 30,678 shares of iShares ESG Aware MSCI EM ETF worth $1.63M as of Q2 2026.
  • Horst & Graben Wealth Management sold 9,411 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $492K.
  • iShares ESG Aware MSCI EM ETF made up 0.21% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $2.04M in Q1 2026.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.