IFP Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.3K | Sell |
591
-737
| -55% | -$38.5K | ﹤0.01% | 2673 |
|
|
2026
Q1 | $60.4K | Buy |
1,328
+254
| +24% | +$12K | ﹤0.01% | 2144 |
|
|
2025
Q4 | $47.4K | Buy |
1,074
+349
| +48% | +$15.4K | ﹤0.01% | 2221 |
|
|
2025
Q3 | $31.5K | Sell |
725
-152
| -17% | -$6.2K | ﹤0.01% | 2324 |
|
|
2025
Q2 | $34.3K | Sell |
877
-453
| -34% | -$16.4K | ﹤0.01% | 2251 |
|
|
2025
Q1 | $46.5K | Buy |
1,330
+1,017
| +325% | +$35.4K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $10.5K | Hold |
313
| – | – | ﹤0.01% | 2512 |
|
|
2024
Q3 | $11.4K | Sell |
313
-1
| -0.3% | -$34 | ﹤0.01% | 2372 |
|
|
2024
Q2 | $10.5K | Buy |
314
+137
| +77% | +$4.51K | ﹤0.01% | 2323 |
|
|
2024
Q1 | $5.7K | Buy |
177
+14
| +9% | +$441 | ﹤0.01% | 2417 |
|
|
2023
Q4 | $5.22K | Sell |
163
-26
| -14% | -$802 | ﹤0.01% | 2409 |
|
|
2023
Q3 | $5.72K | Sell |
189
-2,565
| -93% | -$81.2K | ﹤0.01% | 2458 |
|
|
2023
Q2 | $87.1K | Sell |
2,754
-2,170
| -44% | -$68.1K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $177K | Sell |
4,924
-21,389
| -81% | -$678K | 0.01% | 994 |
|
|
2022
Q4 | $965K | Sell |
26,313
-32,348
| -55% | -$948K | 0.03% | 633 |
|
|
2022
Q3 | $2.19M | Buy |
58,661
+2,663
| +5% | +$83.1K | 0.06% | 360 |
|
|
2022
Q2 | $2.08M | Hold |
55,998
| – | – | 0.07% | 332 |
|
|
2022
Q1 | $2.08M | Buy |
55,998
+40,655
| +265% | +$1.56M | 0.07% | 332 |
|
|
2021
Q4 | $627K | Sell |
15,343
-3,347
| -18% | -$138K | 0.01% | 519 |
|
|
2021
Q3 | $784K | Sell |
18,690
-2,240
| -11% | -$95.7K | 0.02% | 458 |
|
|
2021
Q2 | $941K | Buy |
20,930
+2,297
| +12% | +$102K | 0.02% | 386 |
|
|
2021
Q1 | $806K | Sell |
18,633
-14,836
| -44% | -$660K | 0.02% | 394 |
|
|
2020
Q4 | $1.41M | Buy |
33,469
+16,674
| +99% | +$650K | 0.06% | 272 |
|
|
2020
Q3 | $601K | Buy |
16,795
+732
| +5% | +$25.9K | 0.04% | 392 |
|
|
2020
Q2 | $520K | Buy |
16,063
+6,785
| +73% | +$204K | 0.04% | 409 |
|
|
2020
Q1 | $262K | Buy |
9,278
+7,385
| +390% | +$244K | 0.03% | 495 |
|
|
2019
Q4 | $68K | Buy |
1,893
+1,766
| +1,391% | +$60.5K | 0.01% | 1116 |
|
|
2019
Q3 | $4K | Buy |
+127
| New | +$4.17K | ﹤0.01% | 2421 |
|
|
2019
Q1 | $2K | Sell |
50
-66
| -57% | -$2.2K | ﹤0.01% | 2073 |
|
|
2018
Q4 | $4K | Sell |
116
-2,455
| -95% | -$77.2K | ﹤0.01% | 2928 |
|
|
2018
Q3 | $86K | Buy |
2,571
+50
| +2% | +$1.68K | ﹤0.01% | 1575 |
|
|
2018
Q2 | $85K | Buy |
2,521
+195
| +8% | +$7.04K | ﹤0.01% | 1572 |
|
|
2018
Q1 | $86K | Hold |
2,326
| – | – | ﹤0.01% | 1471 |
|
|
2017
Q4 | $86K | Buy |
2,326
+66
| +3% | +$2.38K | ﹤0.01% | 1483 |
|
|
2017
Q3 | $79K | Buy |
+2,260
| New | +$77.1K | ﹤0.01% | 1687 |
|
Other funds holding ESGE
WL
TWIM
IFP Advisors's ESGE Position: Q2 2026 in Review
IFP Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 55% in Q2 2026, selling an estimated $38.5K and leaving 591 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.
IFP Advisors first reported a position in ESGE in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.19M in Q3 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.
- IFP Advisors held 591 shares of iShares ESG Aware MSCI EM ETF worth $32.3K as of Q2 2026.
- IFP Advisors sold 737 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $38.5K.
- iShares ESG Aware MSCI EM ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2673 holding.
- IFP Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and has held it in 35 quarters since.
- IFP Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.19M in Q3 2022.
- 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.