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Morling Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Morling Financial 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
Q1 		$802K Sell
17,636
-356
-2% -$16.8K 0.25% 36
2025
Q4 		$795K Buy
17,992
+177
+1% +$7.8K 0.25% 37
2025
Q3 		$774K Sell
17,815
-232
-1% -$9.46K 0.26% 37
2025
Q2 		$707K Sell
18,047
-90
-0.5% -$3.26K 0.23% 37
2025
Q1 		$634K Buy
18,137
+1,709
+10% +$59.5K 0.22% 39
2024
Q4 		$549K Buy
16,428
+909
+6% +$32.1K 0.19% 38
2024
Q3 		$565K Buy
15,519
+154
+1% +$5.26K 0.22% 35
2024
Q2 		$515K Sell
15,365
-19,736
-56% -$650K 0.22% 35
2024
Q1 		$1.13M Buy
35,101
+1,154
+3% +$36.4K 0.65% 23
2023
Q4 		$1.09M Sell
33,947
-189
-0.6% -$5.83K 0.88% 19
2023
Q3 		$1.03M Buy
34,136
+1,659
+5% +$52.5K 1.02% 18
2023
Q2 		$1.03M Buy
32,477
+564
+2% +$17.7K 0.99% 20
2023
Q1 		$1M Buy
31,913
+315
+1% +$9.98K 1.08% 20
2022
Q4 		$950K Buy
31,598
+1,851
+6% +$54.2K 1.21% 19
2022
Q3 		$823K Buy
29,747
+770
+3% +$24K 1.12% 20
2022
Q2 		$936K Sell
28,977
-2,315
-7% -$78.5K 1.22% 20
2022
Q1 		$1.15M Buy
31,292
+22,077
+240% +$848K 1.45% 16
2021
Q4 		$366K Buy
+9,215
New +$380K 0.35% 30

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morling Financial Advisors's ESGE Position: Q1 2026 in Review

Morling Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q1 2026, selling an estimated $16.8K and leaving 17,636 shares worth $802K. The position accounts for 0.25% of the portfolio, ranked #36.

Morling Financial Advisors first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Morling Financial Advisors held 17,636 shares of iShares ESG Aware MSCI EM ETF worth $802K as of Q1 2026.
  • Morling Financial Advisors sold 356 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $16.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.25% of Morling Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Morling Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.15M in Q1 2022.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.