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Legacy Wealth Management (Idaho)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-439
Closed -$20K – 427
2026
Q1 		$20K Buy
439
+16
+4% +$756 0.01% 382
2025
Q4 		$18.7K Buy
+423
New +$18.6K 0.01% 339

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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 Wealth Management (Idaho)'s ESGE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 439 shares — an estimated $20K sold.

Legacy Wealth Management (Idaho) first reported a position in ESGE in Q4 2025 and held it in 2 quarters. The position peaked at $20K in Q1 2026. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 439 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $20K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares ESG Aware MSCI EM ETF position peaked at $20K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.