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ESGE icon

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

IMPACTfolio’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 		$27.2M Buy
498,176
+12,547
+3% +$656K 10.26% 5
2026
Q1 		$22.1M Buy
485,629
+37,185
+8% +$1.76M 9.38% 5
2025
Q4 		$19.8M Sell
448,444
-36,019
-7% -$1.59M 8.32% 5
2025
Q3 		$21M Buy
484,463
+66,209
+16% +$2.7M 9.07% 5
2025
Q2 		$16.4M Buy
418,254
+4,268
+1% +$155K 7.77% 5
2025
Q1 		$14.5M Buy
413,986
+102,948
+33% +$3.58M 7.6% 5
2024
Q4 		$10.4M Buy
311,038
+2,791
+0.9% +$98.5K 5.39% 5
2024
Q3 		$11.2M Buy
308,247
+4,318
+1% +$147K 5.79% 5
2024
Q2 		$10.2M Buy
303,929
+7,978
+3% +$263K 5.71% 5
2024
Q1 		$9.54M Buy
295,951
+4,117
+1% +$130K 5.76% 5
2023
Q4 		$9.36M Buy
291,834
+14,712
+5% +$454K 6.09% 7
2023
Q3 		$8.39M Buy
277,122
+14,349
+5% +$454K 6.05% 7
2023
Q2 		$8.31M Buy
262,773
+12,818
+5% +$402K 6.6% 6
2023
Q1 		$7.87M Buy
249,955
+17,084
+7% +$541K 6.59% 6
2022
Q4 		$7M Buy
232,871
+40,268
+21% +$1.18M 6.49% 6
2022
Q3 		$5.33M Sell
192,603
-10,825
-5% -$338K 5.2% 7
2022
Q2 		$6.57M Buy
203,428
+19,978
+11% +$677K 6.2% 7
2022
Q1 		$6.74M Buy
183,450
+69,815
+61% +$2.68M 5.02% 8
2021
Q4 		$4.52M Buy
+113,635
New +$4.69M 3.96% 8

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IMPACTfolio's ESGE Position: Q2 2026 in Review

IMPACTfolio increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q2 2026, buying an estimated $656K and bringing the position to 498,176 shares worth $27.2M. The position accounts for 10.26% of the portfolio, ranked #5.

IMPACTfolio first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • IMPACTfolio held 498,176 shares of iShares ESG Aware MSCI EM ETF worth $27.2M as of Q2 2026.
  • IMPACTfolio bought 12,547 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $656K.
  • iShares ESG Aware MSCI EM ETF made up 10.26% of IMPACTfolio's portfolio in Q2 2026, its #5 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.