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Legacy Edge Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Legacy Edge Advisors’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 		$1.09M Sell
27,927
-11,023
-28% -$576K 0.15% 80
2026
Q1 		$1.77M Buy
38,950
+4,090
+12% +$193K 0.19% 65
2025
Q4 		$1.54M Buy
+34,860
New +$1.54M 0.17% 72

Other funds holding ESGE

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Legacy Edge Advisors's ESGE Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 28% in Q2 2026, selling an estimated $576K and leaving 27,927 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #80.

Legacy Edge Advisors first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 447 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Legacy Edge Advisors held 27,927 shares of iShares ESG Aware MSCI EM ETF worth $1.09M as of Q2 2026.
  • Legacy Edge Advisors sold 11,023 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $576K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of Legacy Edge Advisors's portfolio in Q2 2026, its #80 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.77M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.