HFS
ESGE icon

Hughes Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Hughes Financial Services’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 		$356K Buy
6,512
+75
+1% +$3.92K 0.05% 62
2026
Q1 		$293K Buy
6,437
+632
+11% +$29.9K 0.05% 60
2025
Q4 		$256K Sell
5,805
-285
-5% -$12.6K 0.04% 63
2025
Q3 		$274K Sell
6,090
-131
-2% -$5.34K 0.04% 60
2025
Q2 		$248K Sell
6,221
-19
-0.3% -$688 0.04% 60
2025
Q1 		$219K Sell
6,240
-384
-6% -$13.4K 0.04% 62
2024
Q4 		$221K Buy
+6,624
New +$234K 0.05% 63

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Hughes Financial Services's ESGE Position: Q2 2026 in Review

Hughes Financial Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.2% in Q2 2026, buying an estimated $3.92K and bringing the position to 6,512 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #62.

Hughes Financial Services first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Hughes Financial Services held 6,512 shares of iShares ESG Aware MSCI EM ETF worth $356K as of Q2 2026.
  • Hughes Financial Services bought 75 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.92K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Hughes Financial Services's portfolio in Q2 2026, its #62 holding.
  • Hughes Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.