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Medallion Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-28
Closed -$1.27K – 1245
2026
Q1 		$1.27K Hold
28
– – ﹤0.01% 1041
2025
Q4 		$1.24K Hold
28
– – ﹤0.01% 1036
2025
Q3 		$1.22K Hold
28
– – ﹤0.01% 1020
2025
Q2 		$1.1K Hold
28
– – ﹤0.01% 1019
2025
Q1 		$983 Hold
28
– – ﹤0.01% 991
2024
Q4 		$935 Buy
+28
New +$988 ﹤0.01% 938

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

Medallion Wealth Advisors's ESGE Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 28 shares — an estimated $1.27K sold.

Medallion Wealth Advisors first reported a position in ESGE in Q4 2024 and held it in 6 quarters. The position peaked at $1.27K in Q1 2026. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 28 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.27K.
  • Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.27K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.