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McKinley Carter Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

McKinley Carter Wealth 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 		$1.32M Buy
24,162
+419
+2% +$21.9K 0.07% 157
2026
Q1 		$1.08M Sell
23,743
-2,717
-10% -$128K 0.06% 164
2025
Q4 		$1.17M Sell
26,460
-2,565
-9% -$113K 0.07% 164
2025
Q3 		$1.26M Sell
29,025
-107
-0.4% -$4.37K 0.07% 156
2025
Q2 		$1.14M Sell
29,132
-1,064
-4% -$38.5K 0.06% 158
2025
Q1 		$1.06M Buy
30,196
+4,074
+16% +$142K 0.06% 156
2024
Q4 		$872K Buy
26,122
+1,383
+6% +$48.8K 0.05% 164
2024
Q3 		$901K Buy
24,739
+374
+2% +$12.8K 0.05% 168
2024
Q2 		$817K Sell
24,365
-654
-3% -$21.5K 0.05% 171
2024
Q1 		$806K Sell
25,019
-448
-2% -$14.1K 0.05% 169
2023
Q4 		$816K Buy
25,467
+2,945
+13% +$90.8K 0.06% 161
2023
Q3 		$682K Sell
22,522
-244
-1% -$7.73K 0.05% 171
2023
Q2 		$720K Sell
22,766
-985
-4% -$30.9K 0.05% 175
2023
Q1 		$748K Buy
23,751
+2,291
+11% +$72.6K 0.06% 174
2022
Q4 		$645K Buy
21,460
+409
+2% +$12K 0.05% 176
2022
Q3 		$582K Buy
21,051
+372
+2% +$11.6K 0.05% 170
2022
Q2 		$668K Buy
20,679
+1,955
+10% +$66.3K 0.06% 169
2022
Q1 		$688K Buy
18,724
+2,178
+13% +$83.6K 0.05% 175
2021
Q4 		$658K Buy
16,546
+11,439
+224% +$472K 0.05% 170
2021
Q3 		$211K Sell
5,107
-60
-1% -$2.56K 0.02% 275
2021
Q2 		$233K Buy
+5,167
New +$229K 0.02% 262

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

McKinley Carter Wealth Services's ESGE Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 24,162 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #157.

McKinley Carter Wealth Services first reported a position in ESGE in Q2 2021 and has held it in 21 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • McKinley Carter Wealth Services held 24,162 shares of iShares ESG Aware MSCI EM ETF worth $1.32M as of Q2 2026.
  • McKinley Carter Wealth Services bought 419 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $21.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #157 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 21 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.