MOTCO’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MOTCO’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	$99.3K	Hold	2,184	–	–	0.01%	272
2025 Q4	$96.5K	Buy	2,184 +58	+3%	+$2.56K	0.01%	277
2025 Q3	$92.3K	Buy	2,126 +76	+4%	+$3.1K	0.01%	282
2025 Q2	$80.9K	Buy	2,050 +173	+9%	+$6.26K	0.01%	273
2025 Q1	$65.6K	Buy	1,877 +280	+18%	+$9.75K	0.01%	265
2024 Q4	$53.3K	Buy	1,597 +194	+14%	+$6.84K	0.01%	275
2024 Q3	$51.1K	Hold	1,403	–	–	0.01%	330
2024 Q2	$47K	Hold	1,403	–	–	﹤0.01%	420
2024 Q1	$45.2K	Hold	1,403	–	–	﹤0.01%	403
2023 Q4	$45K	Hold	1,403	–	–	﹤0.01%	367
2023 Q3	$42.5K	Hold	1,403	–	–	﹤0.01%	377
2023 Q2	$44.4K	Hold	1,403	–	–	﹤0.01%	366
2023 Q1	$44.2K	Hold	1,403	–	–	﹤0.01%	352
2022 Q4	$42.2K	Hold	1,403	–	–	﹤0.01%	360
2022 Q3	$39K	Hold	1,403	–	–	﹤0.01%	391
2022 Q2	$45K	Hold	1,403	–	–	﹤0.01%	363
2022 Q1	$52K	Buy	+1,403	New	+$53.9K	﹤0.01%	347

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MOTCO's ESGE Position: Q1 2026 in Review

MOTCO held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 2,184 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #272.

MOTCO first reported a position in ESGE in Q1 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

MOTCO held 2,184 shares of iShares ESG Aware MSCI EM ETF worth $99.3K as of Q1 2026.
MOTCO left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #272 holding.
MOTCO first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 17 quarters since.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.