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Mogy Joel R Investment Counsel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mogy Joel R Investment Counsel’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 		$330K Hold
6,037
– – 0.02% 90
2026
Q1 		$275K Hold
6,037
– – 0.02% 87
2025
Q4 		$267K Hold
6,037
– – 0.01% 89
2025
Q3 		$262K Hold
6,037
– – 0.01% 90
2025
Q2 		$236K Hold
6,037
– – 0.01% 92
2025
Q1 		$211K Buy
+6,037
New +$210K 0.01% 93

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mogy Joel R Investment Counsel's ESGE Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 6,037 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #90.

Mogy Joel R Investment Counsel first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Mogy Joel R Investment Counsel held 6,037 shares of iShares ESG Aware MSCI EM ETF worth $330K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #90 holding.
  • Mogy Joel R Investment Counsel first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.