Jones Financial Companies
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Jones Financial Companies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Jones Financial Companies’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 		$9.2M Buy
171,457
+15,633
+10% +$817K ﹤0.01% 956
2026
Q1 		$6.89M Buy
155,824
+51,405
+49% +$2.43M ﹤0.01% 957
2025
Q4 		$4.61M Buy
104,419
+9,222
+10% +$407K ﹤0.01% 659
2025
Q3 		$4.07M Buy
95,197
+8,526
+10% +$348K ﹤0.01% 631
2025
Q2 		$3.39M Buy
86,671
+6,006
+7% +$217K ﹤0.01% 604
2025
Q1 		$2.82M Buy
80,665
+14,939
+23% +$520K ﹤0.01% 563
2024
Q4 		$2.19M Buy
65,726
+6,903
+12% +$244K ﹤0.01% 535
2024
Q3 		$2.18M Buy
58,823
+1,060
+2% +$36.2K ﹤0.01% 439
2024
Q2 		$1.94M Buy
57,763
+1,386
+2% +$45.7K ﹤0.01% 318
2024
Q1 		$1.82M Sell
56,377
-258
-0.5% -$8.13K ﹤0.01% 201
2023
Q4 		$1.82M Sell
56,635
-1,185
-2% -$36.6K ﹤0.01% 175
2023
Q3 		$1.75M Sell
57,820
-6,048
-9% -$192K ﹤0.01% 161
2023
Q2 		$2.02M Sell
63,868
-10,296
-14% -$323K ﹤0.01% 159
2023
Q1 		$2.33M Sell
74,164
-676
-0.9% -$21.4K ﹤0.01% 152
2022
Q4 		$2.25M Buy
74,840
+7,210
+11% +$211K ﹤0.01% 156
2022
Q3 		$1.87M Sell
67,630
-3,163
-4% -$98.7K ﹤0.01% 147
2022
Q2 		$2.33M Buy
70,793
+33,809
+91% +$1.15M ﹤0.01% 134
2022
Q1 		$1.36M Buy
36,984
+22,467
+155% +$863K ﹤0.01% 151
2021
Q4 		$577K Buy
+14,517
New +$599K ﹤0.01% 176

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

Jones Financial Companies's ESGE Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, buying an estimated $817K and bringing the position to 171,457 shares worth $9.2M. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Jones Financial Companies first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Jones Financial Companies held 171,457 shares of iShares ESG Aware MSCI EM ETF worth $9.2M as of Q2 2026.
  • Jones Financial Companies bought 15,633 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $817K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #956 holding.
  • Jones Financial Companies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.