Mission Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mission Wealth Management’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	$34M	Buy	622,173 +36,383	+6%	+$1.9M	0.42%	40
2026 Q1	$26.6M	Sell	585,790 -13,874	-2%	-$656K	0.55%	33
2025 Q4	$26.5M	Sell	599,664 -18,920	-3%	-$834K	0.53%	33
2025 Q3	$26.9M	Sell	618,584 -3,016	-0.5%	-$123K	0.53%	33
2025 Q2	$24.3M	Sell	621,600 -4,689	-0.7%	-$170K	0.52%	35
2025 Q1	$21.9M	Buy	626,289 +37,648	+6%	+$1.31M	0.54%	31
2024 Q4	$19.7M	Sell	588,641 -33,819	-5%	-$1.19M	0.46%	37
2024 Q3	$22.7M	Buy	622,460 +27,212	+5%	+$929K	0.55%	28
2024 Q2	$20M	Sell	595,248 -46,937	-7%	-$1.55M	0.53%	30
2024 Q1	$20.7M	Buy	642,185 +40,837	+7%	+$1.29M	0.54%	27
2023 Q4	$19.3M	Buy	601,348 +1,698	+0.3%	+$52.4K	0.63%	26
2023 Q3	$18.2M	Buy	599,650 +20,765	+4%	+$658K	0.68%	25
2023 Q2	$18.3M	Buy	578,885 +39,929	+7%	+$1.25M	0.69%	26
2023 Q1	$17M	Buy	538,956 +35,831	+7%	+$1.14M	0.71%	26
2022 Q4	$15.1M	Buy	503,125 +28,775	+6%	+$843K	0.72%	22
2022 Q3	$13.1M	Buy	474,350 +47,961	+11%	+$1.5M	0.69%	24
2022 Q2	$13.8M	Buy	426,389 +68,163	+19%	+$2.31M	0.72%	23
2022 Q1	$13.2M	Buy	358,226 +38,470	+12%	+$1.48M	0.61%	27
2021 Q4	$12.7M	Buy	319,756 +39,754	+14%	+$1.64M	0.57%	27
2021 Q3	$11.6M	Buy	280,002 +26,832	+11%	+$1.15M	0.59%	25
2021 Q2	$11.4M	Buy	253,170 +24,288	+11%	+$1.08M	0.61%	27
2021 Q1	$9.91M	Buy	228,882 +31,083	+16%	+$1.38M	0.58%	28
2020 Q4	$8.3M	Buy	197,799 +43,553	+28%	+$1.7M	0.52%	33
2020 Q3	$5.49M	Sell	154,246 -5,472	-3%	-$194K	0.41%	39
2020 Q2	$5.12M	Buy	159,718 +27,608	+21%	+$829K	0.44%	38
2020 Q1	$3.62M	Buy	132,110 +19,744	+18%	+$652K	0.4%	38
2019 Q4	$4.04M	Buy	112,366 +19,158	+21%	+$657K	0.39%	37
2019 Q3	$3.03M	Buy	93,208 +12,990	+16%	+$427K	0.32%	48
2019 Q2	$2.73M	Buy	80,218 +12,035	+18%	+$406K	0.31%	50
2019 Q1	$2.32M	Buy	68,183 +11,883	+21%	+$395K	0.27%	55
2018 Q4	$1.73M	Buy	56,300 +20,045	+55%	+$630K	0.23%	57
2018 Q3	$1.21M	Buy	36,255 +19,297	+114%	+$649K	0.16%	81
2018 Q2	$571K	Buy	16,958 +10,114	+148%	+$365K	0.08%	125
2018 Q1	$259K	Buy	+6,844	New	+$264K	0.04%	181

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

Mission Wealth Management's ESGE Position: Q2 2026 in Review

Mission Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.2% in Q2 2026, buying an estimated $1.9M and bringing the position to 622,173 shares worth $34M. The position accounts for 0.42% of the portfolio, ranked #40.

Mission Wealth Management first reported a position in ESGE in Q1 2018 and has held it in 34 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Mission Wealth Management held 622,173 shares of iShares ESG Aware MSCI EM ETF worth $34M as of Q2 2026.
Mission Wealth Management bought 36,383 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.9M.
iShares ESG Aware MSCI EM ETF made up 0.42% of Mission Wealth Management's portfolio in Q2 2026, its #40 holding.
Mission Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and has held it in 34 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.