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

Krilogy Financial’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	$994K	Hold	18,172	–	–	0.03%	401
2026 Q1	$909K	Sell	18,172 -1,155	-6%	-$54.6K	0.03%	400
2025 Q4	$921K	Sell	19,327 -3,444	-15%	-$152K	0.03%	367
2025 Q3	$1.02M	Buy	+22,771	New	+$929K	0.04%	328
2025 Q1	–	Sell	-36,501	Closed	-$1.22M	–	229
2024 Q4	$1.22M	Buy	36,501 +11,800	+48%	+$416K	0.08%	151
2024 Q3	$899K	Sell	24,701 -3,106	-11%	-$106K	0.06%	175
2024 Q2	$932K	Sell	27,807 -4,105	-13%	-$135K	0.07%	169
2024 Q1	$1.03M	Buy	31,912 +18,854	+144%	+$594K	0.08%	163
2023 Q4	$419K	Buy	+13,058	New	+$403K	0.04%	186

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

Krilogy Financial's ESGE Position: Q2 2026 in Review

Krilogy Financial held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 18,172 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #401.

Krilogy Financial first reported a position in ESGE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Krilogy Financial held 18,172 shares of iShares ESG Aware MSCI EM ETF worth $994K as of Q2 2026.
Krilogy Financial left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #401 holding.
Krilogy Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 9 quarters since.
Krilogy Financial's iShares ESG Aware MSCI EM ETF position peaked at $1.22M in Q4 2024.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.