Investor's Fiduciary Advisor Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Investor's Fiduciary Advisor Network’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	-23,582	Closed	-$1.07M	–	239
2026 Q1	$1.07M	Sell	23,582 -1,717	-7%	-$81.2K	0.33%	85
2025 Q4	$1.12M	Buy	25,299 +4,091	+19%	+$180K	0.24%	99
2025 Q3	$920K	Sell	21,208 -480	-2%	-$19.6K	0.31%	88
2025 Q2	$849K	Sell	21,688 -7,567	-26%	-$274K	0.32%	86
2025 Q1	$1.02M	Buy	29,255 +1,147	+4%	+$39.9K	0.48%	63
2024 Q4	$938K	Buy	+28,108	New	+$992K	0.36%	70

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

Investor's Fiduciary Advisor Network's ESGE Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 23,582 shares — an estimated $1.07M sold.

Investor's Fiduciary Advisor Network first reported a position in ESGE in Q4 2024 and held it in 6 quarters. The position peaked at $1.12M in Q4 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 23,582 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.07M.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Aware MSCI EM ETF position peaked at $1.12M in Q4 2025.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.