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Independent Advisor Alliance’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Independent Advisor Alliance’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
Q1 		$383K Buy
+8,432
New +$399K ﹤0.01% 1223
2025
Q1 		– Sell
-7,239
Closed -$242K – 948
2024
Q4 		$242K Buy
+7,239
New +$255K ﹤0.01% 1226

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Independent Advisor Alliance's ESGE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 8,432 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ESGE as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ESGE in Q4 2024 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Independent Advisor Alliance held 8,432 shares of iShares ESG Aware MSCI EM ETF worth $383K as of Q1 2026.
  • iShares ESG Aware MSCI EM ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1223 holding.
  • Independent Advisor Alliance first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.