Morton Brown Family Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Morton Brown Family Wealth’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	$309K	Sell	5,650 -395	-7%	-$20.6K	0.07%	54
2026 Q1	$275K	Sell	6,045 -371	-6%	-$17.5K	0.07%	49
2025 Q4	$283K	Sell	6,416 -18	-0.3%	-$794	0.08%	49
2025 Q3	$279K	Hold	6,434	–	–	0.08%	48
2025 Q2	$252K	Buy	6,434 +6	+0.1%	+$217	0.08%	52
2025 Q1	$225K	Buy	6,428 +13	+0.2%	+$453	0.08%	51
2024 Q4	$214K	Sell	6,415 -591	-8%	-$20.9K	0.07%	58
2024 Q3	$255K	Hold	7,006	–	–	0.09%	47
2024 Q2	$239K	Sell	7,006 -8	-0.1%	-$264	0.09%	50
2024 Q1	$226K	Buy	7,014 +352	+5%	+$11.1K	0.09%	49
2023 Q4	$214K	Buy	6,662 +25	+0.4%	+$771	0.09%	49
2023 Q3	$201K	Buy	6,637 +321	+5%	+$10.2K	0.1%	43
2023 Q2	$200K	Hold	6,316	–	–	0.11%	44
2023 Q1	$199K	Sell	6,316 -2,189	-26%	-$69.4K	0.12%	45
2022 Q4	$256K	Buy	8,505 +5,103	+150%	+$150K	0.17%	41
2022 Q3	$94K	Buy	3,402 +10	+0.3%	+$312	0.07%	55
2022 Q2	$110K	Buy	3,392 +118	+4%	+$4K	0.09%	51
2022 Q1	$120K	Hold	3,274	–	–	0.09%	52
2021 Q4	$130K	Buy	+3,274	New	+$135K	0.1%	52

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

Morton Brown Family Wealth's ESGE Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.5% in Q2 2026, selling an estimated $20.6K and leaving 5,650 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #54.

Morton Brown Family Wealth first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Morton Brown Family Wealth held 5,650 shares of iShares ESG Aware MSCI EM ETF worth $309K as of Q2 2026.
Morton Brown Family Wealth sold 395 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $20.6K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #54 holding.
Morton Brown Family Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.