J.W. Cole Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

J.W. Cole Advisors’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	$251K	Sell	4,590 -597	-12%	-$31.2K	﹤0.01%	1374
2026 Q1	$236K	Buy	+5,187	New	+$245K	0.01%	706
2020 Q4	–	Sell	-7,379	Closed	-$263K	–	705
2020 Q3	$263K	Buy	+7,379	New	+$261K	0.02%	585

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

J.W. Cole Advisors's ESGE Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $31.2K and leaving 4,590 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

J.W. Cole Advisors first reported a position in ESGE in Q3 2020 and has held it in 3 quarters since. The position peaked at $263K in Q3 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

J.W. Cole Advisors held 4,590 shares of iShares ESG Aware MSCI EM ETF worth $251K as of Q2 2026.
J.W. Cole Advisors sold 597 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $31.2K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1374 holding.
J.W. Cole Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 3 quarters since.
J.W. Cole Advisors's iShares ESG Aware MSCI EM ETF position peaked at $263K in Q3 2020.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.