IHT Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

IHT Wealth 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	–	Sell	-5,096	Closed	-$232K	–	1283
2026 Q1	$232K	Buy	+5,096	New	+$241K	0.01%	1122
2021 Q3	–	Sell	-7,985	Closed	-$361K	–	858
2021 Q2	$361K	Buy	7,985 +540	+7%	+$23.9K	0.02%	638
2021 Q1	$322K	Sell	7,445 -2,060	-22%	-$91.6K	0.02%	608
2020 Q4	$399K	Buy	9,505 +2,810	+42%	+$110K	0.03%	483
2020 Q3	$238K	Buy	+6,695	New	+$237K	0.02%	554

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

IHT Wealth Management's ESGE Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 5,096 shares — an estimated $232K sold.

IHT Wealth Management first reported a position in ESGE in Q3 2020 and held it in 5 quarters. The position peaked at $399K in Q4 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

IHT Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 5,096 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $232K.
IHT Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 5 quarters.
IHT Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $399K in Q4 2020.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.