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

Modera 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	$8.52M	Buy	155,700 +328	+0.2%	+$17.1K	0.09%	146
2026 Q1	$7.06M	Buy	155,372 +2,811	+2%	+$133K	0.08%	151
2025 Q4	$6.74M	Buy	152,561 +1,937	+1%	+$85.4K	0.08%	164
2025 Q3	$6.54M	Buy	150,624 +2,792	+2%	+$114K	0.08%	162
2025 Q2	$5.79M	Buy	147,832 +2,285	+2%	+$82.7K	0.07%	169
2025 Q1	$5.09M	Buy	145,547 +2,607	+2%	+$90.8K	0.07%	173
2024 Q4	$4.77M	Buy	142,940 +2,388	+2%	+$84.3K	0.06%	183
2024 Q3	$5.12M	Buy	140,552 +365	+0.3%	+$12.5K	0.07%	163
2024 Q2	$4.7M	Sell	140,187 -3,140	-2%	-$103K	0.07%	160
2024 Q1	$4.62M	Buy	143,327 +2,561	+2%	+$80.7K	0.07%	163
2023 Q4	$4.51M	Buy	140,766 +9,654	+7%	+$298K	0.07%	161
2023 Q3	$3.97M	Buy	131,112 +4,000	+3%	+$127K	0.07%	167
2023 Q2	$4.02M	Buy	+127,112	New	+$3.99M	0.07%	171

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

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

Modera Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.21% in Q2 2026, buying an estimated $17.1K and bringing the position to 155,700 shares worth $8.52M. The position accounts for 0.09% of the portfolio, ranked #146.

Modera Wealth Management first reported a position in ESGE in Q2 2023 and has held it in 13 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Modera Wealth Management held 155,700 shares of iShares ESG Aware MSCI EM ETF worth $8.52M as of Q2 2026.
Modera Wealth Management bought 328 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $17.1K.
iShares ESG Aware MSCI EM ETF made up 0.09% of Modera Wealth Management's portfolio in Q2 2026, its #146 holding.
Modera Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 13 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.