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

Modern 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 		$934K Buy
17,075
+4,586
+37% +$240K 0.01% 537
2026
Q1 		$572K Buy
12,489
+6,366
+104% +$301K 0.01% 545
2025
Q4 		$270K Buy
+6,123
New +$270K ﹤0.01% 714

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

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

Modern Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 37% in Q2 2026, buying an estimated $240K and bringing the position to 17,075 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #537.

Modern Wealth Management first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Modern Wealth Management held 17,075 shares of iShares ESG Aware MSCI EM ETF worth $934K as of Q2 2026.
  • Modern Wealth Management bought 4,586 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $240K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Modern Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.