Lifelong Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lifelong Wealth 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	$596K	Sell	10,892 -1,687	-13%	-$88.2K	0.14%	54
2026 Q1	$572K	Buy	12,579 +115	+0.9%	+$5.44K	0.15%	51
2025 Q4	$551K	Buy	12,464 +3,285	+36%	+$145K	0.15%	48
2025 Q3	$399K	Sell	9,179 -320	-3%	-$13.1K	0.12%	54
2025 Q2	$372K	Buy	9,499 +27	+0.3%	+$978	0.12%	51
2025 Q1	$331K	Buy	9,472 +1,234	+15%	+$43K	0.16%	47
2024 Q4	$275K	Buy	+8,238	New	+$291K	0.12%	51

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

Lifelong Wealth Advisors's ESGE Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q2 2026, selling an estimated $88.2K and leaving 10,892 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #54.

Lifelong Wealth Advisors first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Lifelong Wealth Advisors held 10,892 shares of iShares ESG Aware MSCI EM ETF worth $596K as of Q2 2026.
Lifelong Wealth Advisors sold 1,687 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $88.2K.
iShares ESG Aware MSCI EM ETF made up 0.14% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Lifelong Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.