Key Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Key Capital Management’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 Q3	$1.41K	Sell	26 -3	-10%	-$160	﹤0.01%	642
2026 Q2	$1.59K	Sell	29 -14	-33%	-$732	﹤0.01%	617
2026 Q1	$1.96K	Sell	43 -134	-76%	-$6.34K	﹤0.01%	531
2025 Q4	$7.82K	Buy	+177	New	+$7.8K	0.01%	285

Other funds holding ESGE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Key Capital Management's ESGE Position: Q3 2026 in Review

Key Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q3 2026, selling an estimated $160 and leaving 26 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Key Capital Management first reported a position in ESGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.82K in Q4 2025. 506 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Key Capital Management held 26 shares of iShares ESG Aware MSCI EM ETF worth $1.41K as of Q3 2026.
Key Capital Management sold 3 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $160.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #642 holding.
Key Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $7.82K in Q4 2025.
506 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.