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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 		$2.04M Sell
37,375
-1,575
-4% -$82.3K 0.19% 70
2026
Q1 		$1.77M Buy
38,950
+4,090
+12% +$193K 0.19% 65
2025
Q4 		$1.54M Buy
34,860
+2,693
+8% +$119K 0.17% 72
2025
Q3 		$1.4M Buy
32,167
+4,240
+15% +$173K 0.16% 76
2025
Q2 		$1.09M Buy
27,927
+1,167
+4% +$42.3K 0.15% 80
2025
Q1 		$935K Buy
26,760
+4,713
+21% +$164K 0.15% 77
2024
Q4 		$739K Sell
22,047
-4,030
-15% -$142K 0.12% 88
2024
Q3 		$949K Buy
26,077
+93
+0.4% +$3.18K 0.15% 77
2024
Q2 		$871K Sell
25,984
-1,558
-6% -$51.3K 0.16% 78
2024
Q1 		$888K Buy
27,542
+3,348
+14% +$105K 0.19% 69
2023
Q4 		$776K Buy
+24,194
New +$746K 0.18% 77

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 22.9% 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 4% in Q2 2026, selling an estimated $82.3K and leaving 37,375 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #70.

Legacy Edge Advisors first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Legacy Edge Advisors held 37,375 shares of iShares ESG Aware MSCI EM ETF worth $2.04M as of Q2 2026.
  • Legacy Edge Advisors sold 1,575 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $82.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Legacy Edge Advisors's portfolio in Q2 2026, its #70 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 638 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.