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Jordan Park Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Jordan Park 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 		$913K Buy
20,089
+600
+3% +$28.4K 0.05% 53
2025
Q4 		$861K Sell
19,489
-716
-4% -$31.6K 0.05% 49
2025
Q3 		$877K Buy
20,205
+333
+2% +$13.6K 0.05% 48
2025
Q2 		$778K Sell
19,872
-242
-1% -$8.76K 0.05% 50
2025
Q1 		$703K Buy
20,114
+492
+3% +$17.1K 0.05% 50
2024
Q4 		$655K Sell
19,622
-206
-1% -$7.27K 0.05% 53
2024
Q3 		$722K Hold
19,828
– – 0.05% 53
2024
Q2 		$665K Buy
19,828
+6,482
+49% +$214K 0.05% 39
2024
Q1 		$430K Buy
13,346
+579
+5% +$18.2K 0.03% 46
2023
Q4 		$409K Buy
12,767
+318
+3% +$9.81K 0.03% 43
2023
Q3 		$377K Buy
12,449
+6
+0% +$190 0.03% 39
2023
Q2 		$394K Buy
12,443
+40
+0.3% +$1.25K 0.03% 42
2023
Q1 		$390K Buy
12,403
+49
+0.4% +$1.55K 0.03% 43
2022
Q4 		$371K Buy
12,354
+99
+0.8% +$2.9K 0.03% 41
2022
Q3 		$339K Buy
+12,255
New +$382K 0.03% 36

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

Jordan Park Group's ESGE Position: Q1 2026 in Review

Jordan Park Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.1% in Q1 2026, buying an estimated $28.4K and bringing the position to 20,089 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #53.

Jordan Park Group first reported a position in ESGE in Q3 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Jordan Park Group held 20,089 shares of iShares ESG Aware MSCI EM ETF worth $913K as of Q1 2026.
  • Jordan Park Group bought 600 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $28.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Jordan Park Group's portfolio in Q1 2026, its #53 holding.
  • Jordan Park Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.