Howland Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Howland Capital 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	$789K	Sell	14,422 -670	-4%	-$35K	0.03%	174
2026 Q1	$686K	Sell	15,092 -226	-1%	-$10.7K	0.03%	175
2025 Q4	$677K	Sell	15,318 -50	-0.3%	-$2.2K	0.03%	172
2025 Q3	$667K	Sell	15,368 -688	-4%	-$28.1K	0.03%	185
2025 Q2	$629K	Sell	16,056 -186	-1%	-$6.73K	0.03%	185
2025 Q1	$568K	Sell	16,242 -11,411	-41%	-$397K	0.03%	187
2024 Q4	$924K	Sell	27,653 -1,332	-5%	-$47K	0.04%	154
2024 Q3	$1.06M	Buy	28,985 +755	+3%	+$25.8K	0.05%	146
2024 Q2	$947K	Sell	28,230 -5,085	-15%	-$167K	0.05%	144
2024 Q1	$1.07M	Sell	33,315 -14,601	-30%	-$460K	0.05%	131
2023 Q4	$1.54M	Sell	47,916 -2,433	-5%	-$75K	0.08%	113
2023 Q3	$1.52M	Buy	50,349 +1,897	+4%	+$60.1K	0.09%	109
2023 Q2	$1.53M	Buy	48,452 +3,139	+7%	+$98.5K	0.09%	109
2023 Q1	$1.43M	Buy	45,313 +1,320	+3%	+$41.8K	0.09%	108
2022 Q4	$1.32M	Sell	43,993 -38,750	-47%	-$1.14M	0.08%	110
2022 Q3	$2.29M	Sell	82,743 -6,124	-7%	-$191K	0.15%	83
2022 Q2	$2.87M	Buy	88,867 +4,070	+5%	+$138K	0.18%	74
2022 Q1	$3.12M	Buy	84,797 +12,732	+18%	+$489K	0.17%	71
2021 Q4	$2.87M	Sell	72,065 -3,294	-4%	-$136K	0.15%	74
2021 Q3	$3.12M	Sell	75,359 -366	-0.5%	-$15.6K	0.16%	75
2021 Q2	$3.42M	Buy	75,725 +2,477	+3%	+$110K	0.18%	74
2021 Q1	$3.17M	Buy	73,248 +1,438	+2%	+$64K	0.18%	73
2020 Q4	$3.02M	Buy	71,810 +5,995	+9%	+$234K	0.18%	75
2020 Q3	$2.34M	Buy	65,815 +9,625	+17%	+$341K	0.15%	80
2020 Q2	$1.8M	Sell	56,190 -9,080	-14%	-$273K	0.13%	85
2020 Q1	$1.79M	Buy	65,270 +4,770	+8%	+$158K	0.16%	81
2019 Q4	$2.17M	Buy	60,500 +270	+0.4%	+$9.26K	0.15%	84
2019 Q3	$1.96M	Buy	+60,230	New	+$1.98M	0.15%	89

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Howland Capital Management's ESGE Position: Q2 2026 in Review

Howland Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.4% in Q2 2026, selling an estimated $35K and leaving 14,422 shares worth $789K. The position accounts for 0.03% of the portfolio, ranked #174.

Howland Capital Management first reported a position in ESGE in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q2 2021. 121 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Howland Capital Management held 14,422 shares of iShares ESG Aware MSCI EM ETF worth $789K as of Q2 2026.
Howland Capital Management sold 670 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $35K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Howland Capital Management's portfolio in Q2 2026, its #174 holding.
Howland Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 28 quarters since.
Howland Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $3.42M in Q2 2021.
121 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.