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Howe & Rusling’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Howe & Rusling’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 		$36.5K Sell
667
-1
-0.1% -$52 ﹤0.01% 393
2026
Q1 		$30.4K Hold
668
– – ﹤0.01% 384
2025
Q4 		$29.5K Buy
668
+36
+6% +$1.59K ﹤0.01% 391
2025
Q3 		$27.4K Buy
632
+13
+2% +$530 ﹤0.01% 380
2025
Q2 		$24.3K Buy
619
+21
+4% +$760 ﹤0.01% 379
2025
Q1 		$20.9K Sell
598
-411
-41% -$14.3K ﹤0.01% 350
2024
Q4 		$33.7K Buy
1,009
+484
+92% +$17.1K ﹤0.01% 327
2024
Q3 		$19.1K Buy
525
+21
+4% +$717 ﹤0.01% 338
2024
Q2 		$16.9K Sell
504
-36
-7% -$1.19K ﹤0.01% 321
2024
Q1 		$17.4K Buy
540
+34
+7% +$1.07K ﹤0.01% 325
2023
Q4 		$16.2K Sell
506
-63
-11% -$1.94K ﹤0.01% 311
2023
Q3 		$17.2K Buy
569
+33
+6% +$1.04K ﹤0.01% 285
2023
Q2 		$16.9K Buy
536
+41
+8% +$1.29K ﹤0.01% 286
2023
Q1 		$15.6K Buy
495
+13
+3% +$412 ﹤0.01% 274
2022
Q4 		$14.5K Buy
482
+27
+6% +$791 ﹤0.01% 279
2022
Q3 		$13K Buy
455
+31
+7% +$967 ﹤0.01% 492
2022
Q2 		$14K Buy
424
+30
+8% +$1.02K ﹤0.01% 478
2022
Q1 		$14K Buy
394
+25
+7% +$960 ﹤0.01% 469
2021
Q4 		$15K Buy
+369
New +$15.2K ﹤0.01% 473

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

Howe & Rusling's ESGE Position: Q2 2026 in Review

Howe & Rusling reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.15% in Q2 2026, selling an estimated $52 and leaving 667 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Howe & Rusling first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Howe & Rusling held 667 shares of iShares ESG Aware MSCI EM ETF worth $36.5K as of Q2 2026.
  • Howe & Rusling sold 1 iShares ESG Aware MSCI EM ETF share in Q2 2026, an estimated $52.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #393 holding.
  • Howe & Rusling first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.