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JNBA Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

JNBA Financial 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 		$2.31M Sell
42,317
-801
-2% -$41.9K 0.18% 63
2026
Q1 		$1.96M Sell
43,118
-752
-2% -$35.6K 0.16% 68
2025
Q4 		$1.94M Buy
43,870
+5,842
+15% +$258K 0.17% 64
2025
Q3 		$1.65M Sell
38,028
-3,439
-8% -$140K 0.15% 72
2025
Q2 		$1.62M Buy
41,467
+132
+0.3% +$4.78K 0.16% 69
2025
Q1 		$1.44M Sell
41,335
-2,826
-6% -$98.4K 0.15% 75
2024
Q4 		$1.47M Buy
44,161
+807
+2% +$28.5K 0.15% 72
2024
Q3 		$1.58M Sell
43,354
-27,627
-39% -$943K 0.16% 71
2024
Q2 		$2.38M Buy
70,981
+3,295
+5% +$109K 0.25% 55
2024
Q1 		$2.18M Buy
67,686
+7,152
+12% +$225K 0.23% 60
2023
Q4 		$1.94M Buy
60,534
+1,336
+2% +$41.2K 0.22% 68
2023
Q3 		$1.79M Sell
59,198
-809
-1% -$25.6K 0.22% 67
2023
Q2 		$1.9M Buy
60,007
+3,226
+6% +$101K 0.23% 67
2023
Q1 		$1.79M Buy
56,781
+5,286
+10% +$168K 0.23% 69
2022
Q4 		$1.55M Buy
51,495
+2,572
+5% +$75.4K 0.22% 72
2022
Q3 		$1.35M Buy
48,923
+560
+1% +$17.5K 0.21% 74
2022
Q2 		$1.56M Buy
48,363
+689
+1% +$23.4K 0.24% 69
2022
Q1 		$1.75M Buy
47,674
+5,829
+14% +$224K 0.23% 67
2021
Q4 		$1.66M Buy
41,845
+6,918
+20% +$285K 0.2% 72
2021
Q3 		$1.45M Buy
34,927
+4,692
+16% +$201K 0.19% 73
2021
Q2 		$1.36M Buy
30,235
+6,840
+29% +$303K 0.18% 76
2021
Q1 		$1.01M Buy
23,395
+8,424
+56% +$375K 0.15% 87
2020
Q4 		$628K Buy
14,971
+7,550
+102% +$294K 0.1% 97
2020
Q3 		$264K Hold
7,421
– – 0.05% 133
2020
Q2 		$238K Buy
7,421
+249
+3% +$7.48K 0.05% 140
2020
Q1 		$196K Buy
7,172
+4,616
+181% +$152K 0.05% 142
2019
Q4 		$92K Buy
2,556
+2,178
+576% +$74.7K 0.02% 188
2019
Q3 		$12K Hold
378
– – ﹤0.01% 389
2019
Q2 		$13K Buy
+378
New +$12.8K ﹤0.01% 403

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

JNBA Financial Advisors's ESGE Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.9% in Q2 2026, selling an estimated $41.9K and leaving 42,317 shares worth $2.31M. The position accounts for 0.18% of the portfolio, ranked #63.

JNBA Financial Advisors first reported a position in ESGE in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.38M in Q2 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • JNBA Financial Advisors held 42,317 shares of iShares ESG Aware MSCI EM ETF worth $2.31M as of Q2 2026.
  • JNBA Financial Advisors sold 801 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $41.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.18% of JNBA Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 29 quarters since.
  • JNBA Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.38M in Q2 2024.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.