Moneta Group Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Moneta Group Investment Advisors’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	$2.91M	Sell	53,144 -2,677	-5%	-$140K	0.02%	257
2026 Q1	$2.54M	Sell	55,821 -528	-0.9%	-$25K	0.02%	243
2025 Q4	$2.49M	Buy	56,349 +8,624	+18%	+$380K	0.02%	245
2025 Q3	$2.07M	Buy	47,725 +19	+0%	+$775	0.02%	260
2025 Q2	$1.87M	Buy	47,706 +1,118	+2%	+$40.5K	0.02%	236
2025 Q1	$1.63M	Buy	46,588 +531	+1%	+$18.5K	0.02%	230
2024 Q4	$1.54M	Sell	46,057 -767	-2%	-$27.1K	0.02%	238
2024 Q3	$1.7M	Buy	46,824 +916	+2%	+$31.3K	0.02%	215
2024 Q2	$1.54M	Buy	45,908 +10,083	+28%	+$332K	0.02%	217
2024 Q1	$1.15M	Buy	35,825 +5,528	+18%	+$174K	0.02%	252
2023 Q4	$971K	Buy	30,297 +3,229	+12%	+$99.6K	0.02%	244
2023 Q3	$820K	Buy	27,068 +18,395	+212%	+$583K	0.02%	247
2023 Q2	$274K	Buy	+8,673	New	+$272K	0.01%	442

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

Moneta Group Investment Advisors's ESGE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.8% in Q2 2026, selling an estimated $140K and leaving 53,144 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #257.

Moneta Group Investment Advisors 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.

Moneta Group Investment Advisors held 53,144 shares of iShares ESG Aware MSCI EM ETF worth $2.91M as of Q2 2026.
Moneta Group Investment Advisors sold 2,677 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $140K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #257 holding.
Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.