Morris Financial Concepts’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Morris Financial Concepts’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	$72.8K	Hold	1,331	–	–	0.02%	153
2026 Q1	$60.5K	Hold	1,331	–	–	0.02%	153
2025 Q4	$58.8K	Sell	1,331 -88	-6%	-$3.88K	0.02%	152
2025 Q3	$61.6K	Sell	1,419 -7	-0.5%	-$286	0.02%	154
2025 Q2	$55.9K	Sell	1,426 -220	-13%	-$7.96K	0.02%	152
2025 Q1	$57.5K	Buy	1,646 +4	+0.2%	+$139	0.02%	151
2024 Q4	$54.8K	Sell	1,642 -138	-8%	-$4.87K	0.02%	144
2024 Q3	$64.8K	Sell	1,780 -409	-19%	-$14K	0.03%	144
2024 Q2	$73.4K	Sell	2,189 -2,073	-49%	-$68.3K	0.04%	114
2024 Q1	$137K	Buy	+4,262	New	+$134K	0.07%	105

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

Morris Financial Concepts's ESGE Position: Q2 2026 in Review

Morris Financial Concepts held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 1,331 shares worth $72.8K. The position accounts for 0.02% of the portfolio, ranked #153.

Morris Financial Concepts first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $137K in Q1 2024. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Morris Financial Concepts held 1,331 shares of iShares ESG Aware MSCI EM ETF worth $72.8K as of Q2 2026.
Morris Financial Concepts 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 Morris Financial Concepts's portfolio in Q2 2026, its #153 holding.
Morris Financial Concepts first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
Morris Financial Concepts's iShares ESG Aware MSCI EM ETF position peaked at $137K in Q1 2024.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.