Midwest Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Midwest Trust’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	$626K	Buy	11,440 +1,385	+14%	+$72.4K	0.01%	413
2026 Q1	$457K	Sell	10,055 -98	-1%	-$4.63K	0.01%	453
2025 Q4	$448K	Hold	10,153	–	–	0.01%	442
2025 Q3	$441K	Hold	10,153	–	–	0.01%	441
2025 Q2	$398K	Buy	+10,153	New	+$368K	0.01%	462

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

Midwest Trust's ESGE Position: Q2 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, buying an estimated $72.4K and bringing the position to 11,440 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #413.

Midwest Trust first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Midwest Trust held 11,440 shares of iShares ESG Aware MSCI EM ETF worth $626K as of Q2 2026.
Midwest Trust bought 1,385 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $72.4K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #413 holding.
Midwest Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.