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JFS Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

JFS Wealth 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 		$96.2K Sell
1,759
-660
-27% -$34.5K ﹤0.01% 440
2026
Q1 		$110K Sell
2,419
-141
-6% -$6.67K 0.01% 399
2025
Q4 		$113K Buy
2,560
+376
+17% +$16.6K 0.01% 390
2025
Q3 		$94.8K Sell
2,184
-48
-2% -$1.96K 0.01% 412
2025
Q2 		$87.4K Buy
2,232
+124
+6% +$4.49K 0.01% 389
2025
Q1 		$73.7K Sell
2,108
-27
-1% -$940 0.01% 408
2024
Q4 		$71.3K Buy
2,135
+180
+9% +$6.35K ﹤0.01% 402
2024
Q3 		$71.2K Sell
1,955
-9
-0.5% -$307 ﹤0.01% 413
2024
Q2 		$65.9K Buy
1,964
+689
+54% +$22.7K 0.01% 379
2024
Q1 		$41.1K Buy
1,275
+112
+10% +$3.53K ﹤0.01% 466
2023
Q4 		$37.3K Buy
+1,163
New +$35.9K ﹤0.01% 458
2022
Q1 		– Sell
-22
Closed -$1K – 1865
2021
Q4 		$1K Buy
+22
New +$907 ﹤0.01% 1335

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

JFS Wealth Advisors's ESGE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 27% in Q2 2026, selling an estimated $34.5K and leaving 1,759 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

JFS Wealth Advisors first reported a position in ESGE in Q4 2021 and has held it in 12 quarters since. The position peaked at $113K in Q4 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • JFS Wealth Advisors held 1,759 shares of iShares ESG Aware MSCI EM ETF worth $96.2K as of Q2 2026.
  • JFS Wealth Advisors sold 660 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $34.5K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #440 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 12 quarters since.
  • JFS Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $113K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.