Koss-Olinger Consulting’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Koss-Olinger Consulting’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	$3.39M	Buy	61,944 +577	+0.9%	+$30.2K	0.26%	25
2026 Q1	$2.79M	Buy	61,367 +422	+0.7%	+$20K	0.23%	41
2025 Q4	$2.69M	Sell	60,945 -446	-0.7%	-$19.7K	0.21%	41
2025 Q3	$2.4M	Hold	61,391	–	–	0.2%	59
2025 Q2	$2.4M	Sell	61,391 -14,307	-19%	-$518K	0.2%	60
2025 Q1	$2.65M	Buy	75,698 +473	+0.6%	+$16.5K	0.22%	49
2024 Q4	$2.51M	Sell	75,225 -264	-0.3%	-$9.31K	0.22%	52
2024 Q3	$2.75M	Buy	75,489 +485	+0.6%	+$16.6K	0.24%	51
2024 Q2	$2.52M	Buy	+75,004	New	+$2.47M	0.23%	51
2024 Q1	–	Sell	-49,368	Closed	-$1.58M	–	127
2023 Q4	$1.58M	Buy	+49,368	New	+$1.52M	0.16%	71
2023 Q3	–	Sell	-21,959	Closed	-$695K	–	283
2023 Q2	$695K	Buy	21,959 +2,191	+11%	+$68.7K	0.08%	116
2023 Q1	$622K	Buy	+19,768	New	+$626K	0.08%	119

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

Koss-Olinger Consulting's ESGE Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.94% in Q2 2026, buying an estimated $30.2K and bringing the position to 61,944 shares worth $3.39M. The position accounts for 0.26% of the portfolio, ranked #25.

Koss-Olinger Consulting first reported a position in ESGE in Q1 2023 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Koss-Olinger Consulting held 61,944 shares of iShares ESG Aware MSCI EM ETF worth $3.39M as of Q2 2026.
Koss-Olinger Consulting bought 577 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $30.2K.
iShares ESG Aware MSCI EM ETF made up 0.26% of Koss-Olinger Consulting's portfolio in Q2 2026, its #25 holding.
Koss-Olinger Consulting first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.