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

Merkkuri 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
-1
Closed -$29 – 156
2026
Q1 		$29 Buy
+1
New +$47 ﹤0.01% 387

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

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

Merkkuri Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 1 share — an estimated $29 sold.

Merkkuri Wealth Advisors first reported a position in ESGE in Q1 2026 and held it in 1 quarter. The position peaked at $29 in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 1 iShares ESG Aware MSCI EM ETF share in Q2 2026, an estimated $29.
  • Merkkuri Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $29 in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.