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

MASECO 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	$9.03K	Hold	165	–	–	﹤0.01%	255
2026 Q1	$7.5K	Hold	165	–	–	﹤0.01%	263
2025 Q4	$7.29K	Hold	165	–	–	﹤0.01%	385
2025 Q3	$7.16K	Buy	+165	New	+$6.73K	﹤0.01%	190

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

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

MASECO Private Wealth held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 165 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

MASECO Private Wealth first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

MASECO Private Wealth held 165 shares of iShares ESG Aware MSCI EM ETF worth $9.03K as of Q2 2026.
MASECO Private Wealth left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #255 holding.
MASECO Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.