MAI Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MAI Capital Management’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	$5.99M	Buy	109,539 +98,021	+851%	+$5.12M	0.02%	436
2026 Q1	$524K	Sell	11,518 -412	-3%	-$19.5K	﹤0.01%	1008
2025 Q4	$527K	Buy	11,930 +139	+1%	+$6.13K	﹤0.01%	940
2025 Q3	$512K	Buy	11,791 +2,443	+26%	+$99.7K	﹤0.01%	902
2025 Q2	$366K	Buy	9,348 +263	+3%	+$9.52K	﹤0.01%	942
2025 Q1	$318K	Sell	9,085 -103	-1%	-$3.59K	﹤0.01%	960
2024 Q4	$307K	Buy	9,188 +71	+0.8%	+$2.5K	﹤0.01%	983
2024 Q3	$332K	Sell	9,117 -252	-3%	-$8.61K	﹤0.01%	846
2024 Q2	$314K	Buy	+9,369	New	+$309K	﹤0.01%	974

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

MAI Capital Management's ESGE Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 851% in Q2 2026, buying an estimated $5.12M and bringing the position to 109,539 shares worth $5.99M. The position accounts for 0.02% of the portfolio, ranked #436.

MAI Capital Management first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

MAI Capital Management held 109,539 shares of iShares ESG Aware MSCI EM ETF worth $5.99M as of Q2 2026.
MAI Capital Management bought 98,021 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.12M.
iShares ESG Aware MSCI EM ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #436 holding.
MAI Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.