Key Financial Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Key Financial Inc’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	$773	Hold	17	–	–	﹤0.01%	1270
2025 Q4	$751	Hold	17	–	–	﹤0.01%	1285
2025 Q3	$744	Hold	17	–	–	﹤0.01%	1299
2025 Q2	$666	Hold	17	–	–	﹤0.01%	1302
2025 Q1	$594	Hold	17	–	–	﹤0.01%	1271
2024 Q4	$568	Hold	17	–	–	﹤0.01%	1276
2024 Q3	$619	Hold	17	–	–	﹤0.01%	1239
2024 Q2	$570	Hold	17	–	–	﹤0.01%	1234
2024 Q1	$548	Hold	17	–	–	﹤0.01%	1219
2023 Q4	$545	Hold	17	–	–	﹤0.01%	1226
2023 Q3	$515	Hold	17	–	–	﹤0.01%	1247
2023 Q2	$538	Hold	17	–	–	﹤0.01%	1290
2023 Q1	$535	Hold	17	–	–	﹤0.01%	1085
2022 Q4	$470	Hold	17	–	–	﹤0.01%	1101
2022 Q3	$0	Hold	17	–	–	﹤0.01%	1130
2022 Q2	$1K	Buy	+17	New	+$576	﹤0.01%	1006

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Key Financial Inc's ESGE Position: Q1 2026 in Review

Key Financial Inc held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 17 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Key Financial Inc first reported a position in ESGE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1K in Q2 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Key Financial Inc held 17 shares of iShares ESG Aware MSCI EM ETF worth $773 as of Q1 2026.
Key Financial Inc left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1270 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and has held it in 16 quarters since.
Key Financial Inc's iShares ESG Aware MSCI EM ETF position peaked at $1K in Q2 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.