IFG Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

IFG Advisory’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	$190K	Buy	+3,483	New	+$182K	0.01%	884
2023 Q2	–	Sell	-8,067	Closed	-$254K	–	367
2023 Q1	$254K	Sell	8,067 -447	-5%	-$14.2K	0.02%	442
2022 Q4	$256K	Sell	8,514 -997	-10%	-$29.2K	0.03%	423
2022 Q3	$263K	Sell	9,511 -1,729	-15%	-$53.9K	0.02%	439
2022 Q2	$363K	Sell	11,240 -7,947	-41%	-$269K	0.04%	344
2022 Q1	$704K	Buy	19,187 +1,755	+10%	+$67.4K	0.07%	251
2021 Q4	$692K	Sell	17,432 -5,261	-23%	-$217K	0.07%	248
2021 Q3	$940K	Buy	22,693 +2,803	+14%	+$120K	0.1%	204
2021 Q2	$898K	Sell	19,890 -1,466	-7%	-$64.9K	0.1%	211
2021 Q1	$924K	Buy	21,356 +4,141	+24%	+$184K	0.12%	202
2020 Q4	$722K	Buy	17,215 +4,536	+36%	+$177K	0.1%	212
2020 Q3	$451K	Buy	12,679 +2,167	+21%	+$76.8K	0.07%	249
2020 Q2	$337K	Buy	+10,512	New	+$316K	0.06%	288

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG Advisory's ESGE Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,483 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ESGE as recently as Q1 2023.

IFG Advisory first reported a position in ESGE in Q2 2020 and has held it in 13 quarters since. The position peaked at $940K in Q3 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

IFG Advisory held 3,483 shares of iShares ESG Aware MSCI EM ETF worth $190K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new IFG Advisory position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #884 holding.
IFG Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 13 quarters since.
IFG Advisory's iShares ESG Aware MSCI EM ETF position peaked at $940K in Q3 2021.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.