JFG
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JMG Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

JMG Financial Group’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
Q1 		$1.52M Buy
33,333
+185
+0.6% +$8.75K 0.04% 66
2025
Q4 		$1.46M Sell
33,148
-4,885
-13% -$215K 0.04% 65
2025
Q3 		$1.65M Buy
38,033
+86
+0.2% +$3.51K 0.05% 61
2025
Q2 		$1.49M Buy
37,947
+116
+0.3% +$4.2K 0.05% 62
2025
Q1 		$1.32M Sell
37,831
-4,643
-11% -$162K 0.04% 60
2024
Q4 		$1.42M Sell
42,474
-401
-0.9% -$14.1K 0.05% 60
2024
Q3 		$1.56M Buy
42,875
+219
+0.5% +$7.48K 0.05% 57
2024
Q2 		$1.43M Buy
42,656
+13
+0% +$428 0.05% 57
2024
Q1 		$1.37M Sell
42,643
-6,357
-13% -$200K 0.05% 58
2023
Q4 		$1.57M Buy
49,000
+1,551
+3% +$47.8K 0.07% 54
2023
Q3 		$1.44M Buy
47,449
+1,941
+4% +$61.5K 0.07% 54
2023
Q2 		$1.44M Sell
45,508
-45,153
-50% -$1.42M 0.07% 55
2023
Q1 		$2.85M Sell
90,661
-1,707
-2% -$54.1K 0.14% 39
2022
Q4 		$2.78M Buy
92,368
+64,402
+230% +$1.89M 0.15% 38
2022
Q3 		$774K Buy
27,966
+4,821
+21% +$150K 0.05% 54
2022
Q2 		$748K Buy
23,145
+12,967
+127% +$440K 0.05% 57
2022
Q1 		$374K Buy
10,178
+2,910
+40% +$112K 0.02% 66
2021
Q4 		$289K Sell
7,268
-5,776
-44% -$238K 0.01% 75
2021
Q3 		$541K Buy
13,044
+354
+3% +$15.1K 0.03% 59
2021
Q2 		$573K Buy
12,690
+6,000
+90% +$266K 0.03% 58
2021
Q1 		$290K Buy
+6,690
New +$298K 0.02% 69

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JMG Financial Group's ESGE Position: Q1 2026 in Review

JMG Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.56% in Q1 2026, buying an estimated $8.75K and bringing the position to 33,333 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #66.

JMG Financial Group first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.85M in Q1 2023. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • JMG Financial Group held 33,333 shares of iShares ESG Aware MSCI EM ETF worth $1.52M as of Q1 2026.
  • JMG Financial Group bought 185 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $8.75K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of JMG Financial Group's portfolio in Q1 2026, its #66 holding.
  • JMG Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • JMG Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $2.85M in Q1 2023.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.