Kestra Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kestra Advisory Services’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	$1.36M	Sell	24,951 -6,237	-20%	-$326K	﹤0.01%	1610
2026 Q1	$1.42M	Buy	31,188 +1,094	+4%	+$51.7K	0.01%	1506
2025 Q4	$1.33M	Buy	30,094 +1,837	+7%	+$81K	0.01%	1469
2025 Q3	$1.23M	Buy	28,257 +1,771	+7%	+$72.3K	0.01%	1452
2025 Q2	$1.04M	Buy	26,486 +358	+1%	+$13K	0.01%	1459
2025 Q1	$913K	Sell	26,128 -5,132	-16%	-$179K	﹤0.01%	1438
2024 Q4	$1.04M	Sell	31,260 -6,982	-18%	-$246K	0.01%	1389
2024 Q3	$1.39M	Sell	38,242 -6,180	-14%	-$211K	0.01%	1146
2024 Q2	$1.49M	Sell	44,422 -1,709	-4%	-$56.3K	0.01%	1117
2024 Q1	$1.49M	Sell	46,131 -3,392	-7%	-$107K	0.01%	1013
2023 Q4	$1.59M	Sell	49,523 -2,187	-4%	-$67.5K	0.01%	909
2023 Q3	$1.57M	Sell	51,710 -46,793	-48%	-$1.48M	0.02%	787
2023 Q2	$3.12M	Sell	98,503 -42,431	-30%	-$1.33M	0.03%	528
2023 Q1	$4.44M	Sell	140,934 -41,302	-23%	-$1.31M	0.05%	393
2022 Q4	$5.48M	Sell	182,236 -51,607	-22%	-$1.51M	0.05%	403
2022 Q3	$6.47M	Buy	233,843 +7,201	+3%	+$225K	0.07%	304
2022 Q2	$7.32M	Sell	226,642 -182,922	-45%	-$6.2M	0.08%	271
2022 Q1	$15M	Buy	409,564 +80,150	+24%	+$3.08M	0.16%	142
2021 Q4	$13.1M	Sell	329,414 -39,324	-11%	-$1.62M	0.13%	177
2021 Q3	$15.3M	Sell	368,738 -84,931	-19%	-$3.63M	0.15%	154
2021 Q2	$20.5M	Buy	453,669 +25,944	+6%	+$1.15M	0.23%	96
2021 Q1	$18.5M	Buy	427,725 +172,118	+67%	+$7.65M	0.24%	98
2020 Q4	$10.7M	Buy	255,607 +180,512	+240%	+$7.04M	0.12%	193
2020 Q3	$2.67M	Buy	+75,095	New	+$2.66M	0.05%	357

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kestra Advisory Services's ESGE Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, selling an estimated $326K and leaving 24,951 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Kestra Advisory Services first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.5M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Kestra Advisory Services held 24,951 shares of iShares ESG Aware MSCI EM ETF worth $1.36M as of Q2 2026.
Kestra Advisory Services sold 6,237 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $326K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1610 holding.
Kestra Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $20.5M in Q2 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.