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Keystone Financial Services (Colorado)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Keystone Financial Services (Colorado)’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 		$469K Sell
8,577
-1,485
-15% -$77.6K 0.12% 73
2026
Q1 		$458K Buy
10,062
+455
+5% +$21.5K 0.13% 72
2025
Q4 		$424K Buy
9,607
+1,270
+15% +$56K 0.13% 73
2025
Q3 		$362K Buy
8,337
+151
+2% +$6.16K 0.11% 76
2025
Q2 		$321K Sell
8,186
-406
-5% -$14.7K 0.11% 79
2025
Q1 		$300K Sell
8,592
-129
-1% -$4.49K 0.11% 73
2024
Q4 		$291K Buy
8,721
+14
+0.2% +$494 0.11% 75
2024
Q3 		$317K Sell
8,707
-406
-4% -$13.9K 0.12% 66
2024
Q2 		$306K Sell
9,113
-17
-0.2% -$560 0.13% 69
2024
Q1 		$294K Sell
9,130
-136
-1% -$4.29K 0.13% 74
2023
Q4 		$297K Buy
9,266
+1,627
+21% +$50.2K 0.14% 65
2023
Q3 		$231K Sell
7,639
-2,697
-26% -$85.4K 0.12% 67
2023
Q2 		$327K Buy
10,336
+5
+0% +$157 0.17% 56
2023
Q1 		$325K Sell
10,331
-1,147
-10% -$36.3K 0.17% 55
2022
Q4 		$379K Sell
11,478
-426
-4% -$12.5K 0.2% 53
2022
Q3 		$326K Sell
11,904
-28,859
-71% -$900K 0.19% 60
2022
Q2 		$1.28M Sell
40,763
-130,444
-76% -$4.42M 0.7% 18
2022
Q1 		$5.5M Buy
171,207
+31,853
+23% +$1.22M 3.17% 7
2021
Q4 		$5.54M Buy
+139,354
New +$5.75M 2.84% 9

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

Keystone Financial Services (Colorado)'s ESGE Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, selling an estimated $77.6K and leaving 8,577 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #73.

Keystone Financial Services (Colorado) first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.54M in Q4 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Keystone Financial Services (Colorado) held 8,577 shares of iShares ESG Aware MSCI EM ETF worth $469K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 1,485 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $77.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #73 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI EM ETF position peaked at $5.54M in Q4 2021.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.