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Marino Stram & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Marino Stram & Associates’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 		$335K Buy
6,124
+44
+0.7% +$2.3K 0.05% 154
2026
Q1 		$276K Hold
6,080
– – 0.05% 159
2025
Q4 		$269K Buy
6,080
+101
+2% +$4.45K 0.05% 161
2025
Q3 		$260K Hold
5,979
– – 0.05% 167
2025
Q2 		$234K Buy
5,979
+59
+1% +$2.14K 0.05% 163
2025
Q1 		$207K Buy
+5,920
New +$206K 0.05% 160
2024
Q4 		– Sell
-5,825
Closed -$212K – 172
2024
Q3 		$212K Buy
+5,825
New +$199K 0.05% 162
2024
Q1 		– Sell
-6,331
Closed -$203K – 173
2023
Q4 		$203K Sell
6,331
-1,932
-23% -$59.6K 0.05% 164
2023
Q3 		$250K Hold
8,263
– – 0.07% 137
2023
Q2 		$261K Buy
8,263
+54
+0.7% +$1.69K 0.07% 137
2023
Q1 		$258K Buy
8,209
+541
+7% +$17.1K 0.08% 131
2022
Q4 		$231K Sell
7,668
-2,739
-26% -$80.3K 0.07% 137
2022
Q3 		$288K Buy
10,407
+1,610
+18% +$50.2K 0.1% 117
2022
Q2 		$284K Buy
8,797
+576
+7% +$19.5K 0.1% 122
2022
Q1 		$302K Buy
8,221
+1,348
+20% +$51.8K 0.1% 123
2021
Q4 		$273K Sell
6,873
-231
-3% -$9.52K 0.08% 129
2021
Q3 		$294K Buy
+7,104
New +$304K 0.1% 122
2021
Q2 		– Sell
-5,651
Closed -$245K – 262
2021
Q1 		$245K Buy
+5,651
New +$251K 0.1% 120

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Marino Stram & Associates's ESGE Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.72% in Q2 2026, buying an estimated $2.3K and bringing the position to 6,124 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #154.

Marino Stram & Associates first reported a position in ESGE in Q1 2021 and has held it in 18 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Marino Stram & Associates held 6,124 shares of iShares ESG Aware MSCI EM ETF worth $335K as of Q2 2026.
  • Marino Stram & Associates bought 44 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $2.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #154 holding.
  • Marino Stram & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 18 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.