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Intergy Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Intergy Private Wealth’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 		$8.93M Buy
163,205
+759
+0.5% +$39.7K 2.06% 12
2026
Q1 		$7.39M Sell
162,446
-1,792
-1% -$84.7K 2.17% 11
2025
Q4 		$7.25M Sell
164,238
-440
-0.3% -$19.4K 2.19% 11
2025
Q3 		$7.15M Buy
164,678
+1,089
+0.7% +$44.4K 2.24% 10
2025
Q2 		$6.41M Buy
163,589
+4,005
+3% +$145K 2.19% 11
2025
Q1 		$5.58M Buy
159,584
+5,257
+3% +$183K 2.12% 14
2024
Q4 		$5.15M Buy
154,327
+3,049
+2% +$108K 1.92% 14
2024
Q3 		$5.51M Buy
151,278
+1,463
+1% +$50K 2.1% 14
2024
Q2 		$5.02M Buy
149,815
+1,058
+0.7% +$34.8K 2.07% 15
2024
Q1 		$4.79M Buy
148,757
+1,996
+1% +$62.9K 1.97% 16
2023
Q4 		$4.71M Buy
146,761
+7,984
+6% +$246K 2.03% 16
2023
Q3 		$4.2M Sell
138,777
-3,663
-3% -$116K 2.1% 16
2023
Q2 		$4.51M Buy
142,440
+3,278
+2% +$103K 2.21% 14
2023
Q1 		$4.38M Buy
139,162
+1,806
+1% +$57.2K 2.45% 14
2022
Q4 		$4.13M Buy
137,356
+7,252
+6% +$213K 2.58% 14
2022
Q3 		$3.6M Buy
130,104
+93,343
+254% +$2.91M 2.55% 11
2022
Q2 		$1.19M Buy
36,761
+7,419
+25% +$252K 0.94% 21
2022
Q1 		$1.08M Buy
29,342
+14,614
+99% +$561K 0.75% 24
2021
Q4 		$585K Buy
+14,728
New +$607K 0.46% 35

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

Intergy Private Wealth's ESGE Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.47% in Q2 2026, buying an estimated $39.7K and bringing the position to 163,205 shares worth $8.93M. The position accounts for 2.06% of the portfolio, ranked #12.

Intergy Private Wealth first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Intergy Private Wealth held 163,205 shares of iShares ESG Aware MSCI EM ETF worth $8.93M as of Q2 2026.
  • Intergy Private Wealth bought 759 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $39.7K.
  • iShares ESG Aware MSCI EM ETF made up 2.06% of Intergy Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Intergy Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.