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

Leverty Financial Group’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 		$240K Buy
+4,393
New +$230K 0.05% 40
2025
Q3 		– Sell
-6,810
Closed -$267K – 45
2025
Q2 		$267K Sell
6,810
-617
-8% -$22.3K 0.08% 34
2025
Q1 		$260K Buy
7,427
+33
+0.4% +$1.15K 0.11% 32
2024
Q4 		$247K Buy
7,394
+106
+1% +$3.74K 0.13% 29
2024
Q3 		$265K Hold
7,288
– – 0.15% 27
2024
Q2 		$244K Buy
7,288
+693
+11% +$22.8K 0.14% 24
2024
Q1 		$213K Sell
6,595
-762
-10% -$24K 0.13% 30
2023
Q4 		$236K Hold
7,357
– – 0.15% 29
2023
Q3 		$223K Buy
7,357
+44
+0.6% +$1.39K 0.16% 25
2023
Q2 		$231K Hold
7,313
– – 0.17% 24
2023
Q1 		$230K Buy
7,313
+156
+2% +$4.94K 0.18% 26
2022
Q4 		$215K Sell
7,157
-1,508
-17% -$44.2K 0.18% 26
2022
Q3 		$239K Buy
8,665
+495
+6% +$15.4K 0.23% 20
2022
Q2 		$263K Sell
8,170
-1,414
-15% -$47.9K 0.25% 20
2022
Q1 		$352K Buy
9,584
+9,433
+6,247% +$362K 0.28% 16
2021
Q4 		$6K Buy
+151
New +$6.23K ﹤0.01% 107

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Leverty Financial Group's ESGE Position: Q2 2026 in Review

Leverty Financial Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 4,393 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #40 among its holdings. This is a return to the name: Leverty Financial Group previously reported a position in ESGE as recently as Q2 2025.

Leverty Financial Group first reported a position in ESGE in Q4 2021 and has held it in 16 quarters since. The position peaked at $352K in Q1 2022. 110 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Leverty Financial Group held 4,393 shares of iShares ESG Aware MSCI EM ETF worth $240K as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Leverty Financial Group position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Leverty Financial Group's portfolio in Q2 2026, its #40 holding.
  • Leverty Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 16 quarters since.
  • Leverty Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $352K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.