MGO One Seven’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MGO One Seven’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	$997K	Sell	18,239 -3,091	-14%	-$162K	0.02%	725
2026 Q1	$970K	Sell	21,330 -2,308	-10%	-$109K	0.02%	674
2025 Q4	$1.04M	Buy	23,638 +5,371	+29%	+$237K	0.02%	629
2025 Q3	$793K	Buy	18,267 +897	+5%	+$36.6K	0.02%	654
2025 Q2	$680K	Buy	17,370 +3,345	+24%	+$121K	0.02%	611
2025 Q1	$490K	Sell	14,025 -2,002	-12%	-$69.7K	0.02%	633
2024 Q4	$535K	Buy	16,027 +351	+2%	+$12.4K	0.02%	606
2024 Q3	$571K	Buy	15,676 +144	+0.9%	+$4.92K	0.02%	541
2024 Q2	$521K	Buy	15,532 +5,281	+52%	+$174K	0.02%	541
2024 Q1	$330K	Buy	10,251 +2,785	+37%	+$87.7K	0.02%	687
2023 Q4	$239K	Buy	+7,466	New	+$230K	0.01%	779
2023 Q2	–	Sell	-7,854	Closed	-$247K	–	830
2023 Q1	$247K	Buy	+7,854	New	+$249K	0.02%	731

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

MGO One Seven's ESGE Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $162K and leaving 18,239 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #725.

MGO One Seven first reported a position in ESGE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

MGO One Seven held 18,239 shares of iShares ESG Aware MSCI EM ETF worth $997K as of Q2 2026.
MGO One Seven sold 3,091 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $162K.
iShares ESG Aware MSCI EM ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #725 holding.
MGO One Seven first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 12 quarters since.
MGO One Seven's iShares ESG Aware MSCI EM ETF position peaked at $1.04M in Q4 2025.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.