Massachusetts Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Massachusetts Financial Services’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	$381K	Buy	+3,968	New	+$207K	﹤0.01%	966
2026 Q1	–	Sell	-6,359	Closed	-$281K	–	958
2025 Q4	$281K	Buy	+6,359	New	+$280K	﹤0.01%	900
2025 Q1	–	Sell	-9,402	Closed	-$314K	–	893
2024 Q4	$314K	Sell	9,402 -3,441	-27%	-$121K	﹤0.01%	858
2024 Q3	$468K	Buy	+12,843	New	+$439K	﹤0.01%	823
2024 Q1	–	Sell	-9,545	Closed	-$306K	–	854
2023 Q4	$306K	Buy	9,545 +480	+5%	+$14.8K	﹤0.01%	818
2023 Q3	$274K	Buy	9,065 +1,698	+23%	+$53.8K	﹤0.01%	826
2023 Q2	$233K	Buy	+7,367	New	+$231K	﹤0.01%	809
2023 Q1	–	Sell	-8,507	Closed	-$256K	–	861
2022 Q4	$256K	Buy	+8,507	New	+$249K	﹤0.01%	837
2022 Q3	–	Sell	-9,405	Closed	-$304K	–	856
2022 Q2	$304K	Sell	9,405 -14,743	-61%	-$500K	﹤0.01%	834
2022 Q1	$887K	Buy	+24,148	New	+$927K	﹤0.01%	800

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

Massachusetts Financial Services's ESGE Position: Q2 2026 in Review

Massachusetts Financial Services opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,968 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Massachusetts Financial Services previously reported a position in ESGE as recently as Q4 2025.

Massachusetts Financial Services first reported a position in ESGE in Q1 2022 and has held it in 10 quarters since. The position peaked at $887K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Massachusetts Financial Services held 3,968 shares of iShares ESG Aware MSCI EM ETF worth $381K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Massachusetts Financial Services position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #966 holding.
Massachusetts Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 10 quarters since.
Massachusetts Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $887K in Q1 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.