JB Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

JB Capital’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	$252K	Sell	4,604 -1,084	-19%	-$56.6K	0.01%	247
2026 Q1	$259K	Sell	5,688 -433	-7%	-$20.5K	0.01%	228
2025 Q4	$270K	Buy	6,121 +972	+19%	+$42.9K	0.01%	221
2025 Q3	$224K	Buy	+5,149	New	+$210K	0.01%	241
2025 Q1	–	Sell	-7,036	Closed	-$235K	–	229
2024 Q4	$235K	Buy	+7,036	New	+$248K	0.01%	203
2022 Q4	–	Sell	-159,220	Closed	-$4.41M	–	170
2022 Q3	$4.41M	Buy	159,220 +15,020	+10%	+$469K	0.48%	41
2022 Q2	$4.66M	Sell	144,200 -536,663	-79%	-$18.2M	0.5%	29
2022 Q1	$25M	Buy	680,863 +204,891	+43%	+$7.87M	2.43%	7
2021 Q4	$18.9M	Sell	475,972 -71,943	-13%	-$2.97M	1.85%	12
2021 Q3	$22.7M	Buy	+547,915	New	+$23.4M	2.94%	7

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

JB Capital's ESGE Position: Q2 2026 in Review

JB Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 19% in Q2 2026, selling an estimated $56.6K and leaving 4,604 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #247.

JB Capital first reported a position in ESGE in Q3 2021 and has held it in 10 quarters since. The position peaked at $25M in Q1 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

JB Capital held 4,604 shares of iShares ESG Aware MSCI EM ETF worth $252K as of Q2 2026.
JB Capital sold 1,084 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $56.6K.
iShares ESG Aware MSCI EM ETF made up 0.01% of JB Capital's portfolio in Q2 2026, its #247 holding.
JB Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 10 quarters since.
JB Capital's iShares ESG Aware MSCI EM ETF position peaked at $25M in Q1 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.