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ESGE icon

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

Livet Wealth’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 		$239K Sell
4,362
-381
-8% -$19.9K 0.14% 100
2026
Q1 		$216K Hold
4,743
– – 0.14% 106
2025
Q4 		$209K Buy
+4,743
New +$209K 0.13% 109

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 22.96% 1-Year Est. Return

Livet Wealth's ESGE Position: Q2 2026 in Review

Livet Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8% in Q2 2026, selling an estimated $19.9K and leaving 4,362 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #100.

Livet Wealth first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Livet Wealth held 4,362 shares of iShares ESG Aware MSCI EM ETF worth $239K as of Q2 2026.
  • Livet Wealth sold 381 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $19.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.14% of Livet Wealth's portfolio in Q2 2026, its #100 holding.
  • Livet Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Livet Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.