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Keel Point’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Keel Point’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 		$841K Buy
15,376
+99
+0.6% +$5.17K 0.05% 200
2026
Q1 		$695K Hold
15,277
– – 0.05% 213
2025
Q4 		$675K Buy
15,277
+229
+2% +$10.1K 0.04% 242
2025
Q3 		$653K Hold
15,048
– – 0.04% 245
2025
Q2 		$589K Buy
15,048
+132
+0.9% +$4.78K 0.04% 258
2025
Q1 		$521K Buy
14,916
+8
+0.1% +$279 0.04% 243
2024
Q4 		$498K Buy
14,908
+207
+1% +$7.3K 0.04% 241
2024
Q3 		$535K Hold
14,701
– – 0.04% 225
2024
Q2 		$497K Buy
14,701
+99
+0.7% +$3.26K 0.04% 227
2024
Q1 		$471K Hold
14,602
– – 0.05% 215
2023
Q4 		$468K Sell
14,602
-1,398
-9% -$43.1K 0.06% 188
2023
Q3 		$484K Buy
16,000
+1,913
+14% +$60.6K 0.07% 165
2023
Q2 		$446K Sell
14,087
-3,039
-18% -$95.3K 0.06% 179
2023
Q1 		$539K Buy
17,126
+809
+5% +$25.6K 0.08% 156
2022
Q4 		$491K Buy
16,317
+282
+2% +$8.26K 0.08% 164
2022
Q3 		$444K Hold
16,035
– – 0.08% 150
2022
Q2 		$520K Buy
+16,035
New +$544K 0.08% 138
2021
Q3 		– Sell
-29,357
Closed -$1.32M – 274
2021
Q2 		$1.32M Buy
29,357
+74
+0.3% +$3.28K 0.15% 104
2021
Q1 		$1.27M Buy
29,283
+212
+0.7% +$9.43K 0.12% 114
2020
Q4 		$1.22M Buy
29,071
+107
+0.4% +$4.17K 0.11% 108
2020
Q3 		$1.03M Hold
28,964
– – 0.09% 101
2020
Q2 		$929K Sell
28,964
-293
-1% -$8.8K 0.1% 92
2020
Q1 		$801K Buy
29,257
+241
+0.8% +$7.96K 0.1% 90
2019
Q4 		$1.04M Buy
29,016
+238
+0.8% +$8.16K 0.11% 84
2019
Q3 		$936K Buy
+28,778
New +$946K 0.11% 86

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

Keel Point's ESGE Position: Q2 2026 in Review

Keel Point increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.65% in Q2 2026, buying an estimated $5.17K and bringing the position to 15,376 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #200.

Keel Point first reported a position in ESGE in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.32M in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Keel Point held 15,376 shares of iShares ESG Aware MSCI EM ETF worth $841K as of Q2 2026.
  • Keel Point bought 99 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.17K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Keel Point's portfolio in Q2 2026, its #200 holding.
  • Keel Point first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 25 quarters since.
  • Keel Point's iShares ESG Aware MSCI EM ETF position peaked at $1.32M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.