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

MA Private 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	$662K	Hold	12,096	–	–	0.1%	60
2026 Q1	$550K	Hold	12,096	–	–	0.09%	65
2025 Q4	$534K	Sell	12,096 -178	-1%	-$7.85K	0.09%	63
2025 Q3	$533K	Sell	12,274 -208	-2%	-$8.49K	0.09%	61
2025 Q2	$489K	Hold	12,482	–	–	0.09%	63
2025 Q1	$436K	Hold	12,482	–	–	0.08%	60
2024 Q4	$417K	Buy	12,482 +108	+0.9%	+$3.81K	0.08%	58
2024 Q3	$451K	Buy	12,374 +2,605	+27%	+$89K	0.08%	55
2024 Q2	$328K	Hold	9,769	–	–	0.06%	63
2024 Q1	$315K	Hold	9,769	–	–	0.06%	60
2023 Q4	$313K	Buy	9,769 +531	+6%	+$16.4K	0.07%	62
2023 Q3	$280K	Sell	9,238 -94	-1%	-$2.98K	0.07%	66
2023 Q2	$295K	Hold	9,332	–	–	0.07%	63
2023 Q1	$294K	Buy	9,332 +2,214	+31%	+$70.2K	0.07%	60
2022 Q4	$214K	Buy	+7,118	New	+$209K	0.05%	79

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

MA Private Wealth's ESGE Position: Q2 2026 in Review

MA Private Wealth held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 12,096 shares worth $662K. The position accounts for 0.1% of the portfolio, ranked #60.

MA Private Wealth first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

MA Private Wealth held 12,096 shares of iShares ESG Aware MSCI EM ETF worth $662K as of Q2 2026.
MA Private Wealth left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.1% of MA Private Wealth's portfolio in Q2 2026, its #60 holding.
MA Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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