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Matthew Hamilton Rosenberg’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Matthew Hamilton Rosenberg’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 		$106K Hold
1,946
– – 0.02% 336
2026
Q1 		$88.5K Hold
1,946
– – 0.02% 345
2025
Q4 		$86K Sell
1,946
-384
-16% -$16.9K 0.02% 350
2025
Q3 		$101K Hold
2,330
– – 0.02% 330
2025
Q2 		$91.3K Hold
2,330
– – 0.02% 350
2025
Q1 		$81.4K Sell
2,330
-1,197
-34% -$41.7K 0.02% 345
2024
Q4 		$118K Sell
3,527
-78
-2% -$2.75K 0.03% 283
2024
Q3 		$131K Sell
3,605
-16
-0.4% -$546 0.03% 266
2024
Q2 		$121K Hold
3,621
– – 0.04% 252
2024
Q1 		$117K Sell
3,621
-483
-12% -$15.2K 0.03% 286
2023
Q4 		$132K Sell
4,104
-2,327
-36% -$71.8K 0.04% 248
2023
Q3 		$195K Sell
6,431
-6,357
-50% -$201K 0.06% 161
2023
Q2 		$404K Sell
12,788
-7,619
-37% -$239K 0.14% 81
2023
Q1 		$642K Sell
20,407
-17,983
-47% -$570K 0.21% 58
2022
Q4 		$1.15M Sell
38,390
-5,665
-13% -$166K 0.39% 36
2022
Q3 		$1.22M Sell
44,055
-16,456
-27% -$513K 0.47% 34
2022
Q2 		$1.94M Buy
60,511
+3,084
+5% +$105K 0.73% 21
2022
Q1 		$2.11M Buy
57,427
+4,612
+9% +$177K 0.74% 23
2021
Q4 		$2.1M Sell
52,815
-579
-1% -$23.9K 0.75% 24
2021
Q3 		$2.21M Buy
+53,394
New +$2.28M 0.87% 22

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESGE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 1,946 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #336.

Matthew Hamilton Rosenberg first reported a position in ESGE in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.21M in Q3 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,946 shares of iShares ESG Aware MSCI EM ETF worth $106K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #336 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares ESG Aware MSCI EM ETF position peaked at $2.21M in Q3 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.