Janney Montgomery Scott
ESGE icon

Janney Montgomery Scott’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Janney Montgomery Scott’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 		$4.85M Sell
88,721
-18,519
-17% -$968K 0.01% 984
2026
Q1 		$4.88M Sell
107,240
-10,319
-9% -$488K 0.01% 863
2025
Q4 		$5.19M Buy
117,559
+23,109
+24% +$1.02M 0.01% 895
2025
Q3 		$4.1M Buy
94,450
+22,032
+30% +$899K 0.01% 970
2025
Q2 		$2.84M Buy
72,418
+12,142
+20% +$440K 0.01% 1051
2025
Q1 		$2.11M Sell
60,276
-151
-0.2% -$5.26K 0.01% 1138
2024
Q4 		$2.02M Buy
60,427
+7,841
+15% +$277K 0.01% 1149
2024
Q3 		$1.92M Sell
52,586
-687
-1% -$23.5K 0.01% 1155
2024
Q2 		$1.79M Buy
53,273
+13,967
+36% +$460K 0.01% 1153
2024
Q1 		$1.27M Buy
39,306
+1,361
+4% +$42.9K ﹤0.01% 1394
2023
Q4 		$1.22M Buy
37,945
+7,858
+26% +$242K ﹤0.01% 1344
2023
Q3 		$911K Sell
30,087
-19,296
-39% -$611K ﹤0.01% 1391
2023
Q2 		$1.56M Buy
49,383
+2,262
+5% +$71K 0.01% 1196
2023
Q1 		$1.48M Sell
47,121
-176
-0.4% -$5.58K 0.01% 1114
2022
Q4 		$1.42M Sell
47,297
-157,175
-77% -$4.61M 0.01% 1185
2022
Q3 		$5.66M Sell
204,472
-549
-0.3% -$17.1K 0.02% 569
2022
Q2 		$6.64M Sell
205,021
-1,534,310
-88% -$52M 0.03% 496
2022
Q1 		$63.9M Buy
1,739,331
+423,869
+32% +$16.3M 0.27% 80
2021
Q4 		$52.3M Sell
1,315,462
-312,807
-19% -$12.9M 0.2% 111
2021
Q3 		$67.5M Sell
1,628,269
-718,092
-31% -$30.7M 0.29% 81
2021
Q2 		$106M Buy
2,346,361
+112,686
+5% +$4.99M 0.47% 49
2021
Q1 		$96.7M Sell
2,233,675
-534,008
-19% -$23.7M 0.47% 49
2020
Q4 		$116M Buy
2,767,683
+667,210
+32% +$26M 0.56% 32
2020
Q3 		$74.8M Buy
2,100,473
+110,139
+6% +$3.9M 0.43% 52
2020
Q2 		$63.9M Buy
1,990,334
+656,774
+49% +$19.7M 0.4% 56
2020
Q1 		$36.5M Buy
+1,333,560
New +$44M 0.29% 84
2019
Q4 		– Sell
-7,162
Closed -$233K – 2086
2019
Q3 		$233K Buy
7,162
+929
+15% +$30.5K ﹤0.01% 1812
2019
Q2 		$212K Sell
6,233
-2,006
-24% -$67.7K ﹤0.01% 1874
2019
Q1 		$281K Buy
+8,239
New +$274K ﹤0.01% 1699
2018
Q1 		– Sell
-5,610
Closed -$207K – 1955
2017
Q4 		$207K Buy
+5,610
New +$202K ﹤0.01% 1784

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

Janney Montgomery Scott's ESGE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, selling an estimated $968K and leaving 88,721 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #984.

Janney Montgomery Scott first reported a position in ESGE in Q4 2017 and has held it in 30 quarters since. The position peaked at $116M in Q4 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Janney Montgomery Scott held 88,721 shares of iShares ESG Aware MSCI EM ETF worth $4.85M as of Q2 2026.
  • Janney Montgomery Scott sold 18,519 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $968K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #984 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 30 quarters since.
  • Janney Montgomery Scott's iShares ESG Aware MSCI EM ETF position peaked at $116M in Q4 2020.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.