Keystone Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Keystone Wealth 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	$291K	Buy	5,321 +2	+0%	+$105	0.05%	256
2026 Q1	$242K	Hold	5,319	–	–	0.05%	271
2025 Q4	$235K	Buy	5,319 +5	+0.1%	+$220	0.05%	229
2025 Q3	$231K	Hold	5,314	–	–	0.05%	272
2025 Q2	$208K	Buy	+5,314	New	+$192K	0.05%	270
2022 Q4	–	Sell	-9,367	Closed	-$259K	–	188
2022 Q3	$259K	Sell	9,367 -4,203	-31%	-$131K	0.12%	133
2022 Q2	$438K	Sell	13,570 -29,907	-69%	-$1.01M	0.2%	99
2022 Q1	$1.6M	Buy	43,477 +1,782	+4%	+$68.4K	0.63%	38
2021 Q4	$1.66M	Buy	+41,695	New	+$1.72M	0.67%	35

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

Keystone Wealth Services's ESGE Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 5,321 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #256.

Keystone Wealth Services first reported a position in ESGE in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.66M in Q4 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Keystone Wealth Services held 5,321 shares of iShares ESG Aware MSCI EM ETF worth $291K as of Q2 2026.
Keystone Wealth Services bought 2 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $105.
iShares ESG Aware MSCI EM ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #256 holding.
Keystone Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 9 quarters since.
Keystone Wealth Services's iShares ESG Aware MSCI EM ETF position peaked at $1.66M in Q4 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.