IFWM
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Institute for Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Institute for 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 		$282K Buy
5,153
+754
+17% +$39.4K 0.02% 438
2026
Q1 		$200K Sell
4,399
-1,755
-29% -$83K 0.02% 532
2025
Q4 		$272K Sell
6,154
-31,031
-83% -$1.37M 0.03% 460
2025
Q3 		$1.61M Buy
37,185
+1,209
+3% +$49.3K 0.17% 127
2025
Q2 		$1.41M Buy
35,976
+1,435
+4% +$52K 0.16% 135
2025
Q1 		$1.21M Sell
34,541
-407
-1% -$14.2K 0.15% 148
2024
Q4 		$1.17M Buy
34,948
+3,204
+10% +$113K 0.15% 148
2024
Q3 		$1.16M Buy
31,744
+2,520
+9% +$86.1K 0.15% 150
2024
Q2 		$980K Sell
29,224
-338
-1% -$11.1K 0.13% 167
2024
Q1 		$953K Buy
29,562
+1,758
+6% +$55.4K 0.12% 176
2023
Q4 		$891K Buy
27,804
+1,511
+6% +$46.6K 0.14% 167
2023
Q3 		$796K Buy
26,293
+1,930
+8% +$61.1K 0.14% 174
2023
Q2 		$771K Buy
24,363
+739
+3% +$23.2K 0.13% 189
2023
Q1 		$744K Sell
23,624
-62
-0.3% -$1.97K 0.14% 186
2022
Q4 		$712K Sell
23,686
-1,238
-5% -$36.3K 0.15% 194
2022
Q3 		$690K Buy
24,924
+1,375
+6% +$42.9K 0.15% 178
2022
Q2 		$761K Sell
23,549
-93
-0.4% -$3.15K 0.15% 172
2022
Q1 		$868K Buy
23,642
+2,482
+12% +$95.3K 0.14% 185
2021
Q4 		$841K Buy
21,160
+1,563
+8% +$64.4K 0.14% 184
2021
Q3 		$812K Buy
19,597
+2,708
+16% +$116K 0.14% 182
2021
Q2 		$763K Buy
16,889
+882
+6% +$39.1K 0.13% 188
2021
Q1 		$693K Buy
16,007
+3,693
+30% +$164K 0.13% 197
2020
Q4 		$517K Buy
12,314
+3,208
+35% +$125K 0.1% 245
2020
Q3 		$324K Buy
+9,106
New +$323K 0.07% 302
2020
Q1 		– Sell
-342
Closed -$12K – 457
2019
Q4 		$12K Buy
+342
New +$11.7K ﹤0.01% 589

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's ESGE Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, buying an estimated $39.4K and bringing the position to 5,153 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #438.

Institute for Wealth Management first reported a position in ESGE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.61M in Q3 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Institute for Wealth Management held 5,153 shares of iShares ESG Aware MSCI EM ETF worth $282K as of Q2 2026.
  • Institute for Wealth Management bought 754 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $39.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Institute for Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 25 quarters since.
  • Institute for Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.61M in Q3 2025.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.