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Mount Yale Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mount Yale 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 		$211K Sell
3,858
-1,313
-25% -$68.6K ﹤0.01% 1129
2026
Q1 		$235K Buy
+5,171
New +$244K 0.01% 994
2025
Q3 		– Sell
-1,742
Closed -$68.2K – 948
2025
Q2 		$68.2K Buy
+1,742
New +$63.1K 0.01% 729
2024
Q4 		– Sell
-6,316
Closed -$230K – 578
2024
Q3 		$230K Sell
6,316
-852
-12% -$29.1K 0.02% 500
2024
Q2 		$240K Sell
7,168
-235
-3% -$7.74K 0.02% 486
2024
Q1 		$239K Buy
+7,403
New +$233K 0.02% 489
2023
Q4 		– Sell
-9,559
Closed -$289K – 512
2023
Q3 		$289K Sell
9,559
-2,350
-20% -$74.4K 0.03% 398
2023
Q2 		$377K Buy
11,909
+203
+2% +$6.37K 0.04% 349
2023
Q1 		$369K Buy
+11,706
New +$371K 0.04% 342
2022
Q4 		– Sell
-28,100
Closed -$778K – 468
2022
Q3 		$778K Buy
28,100
+5,281
+23% +$165K 0.1% 205
2022
Q2 		$737K Sell
22,819
-24,536
-52% -$832K 0.09% 217
2022
Q1 		$1.74M Buy
47,355
+15,314
+48% +$588K 0.19% 120
2021
Q4 		$1.27M Sell
32,041
-6,666
-17% -$275K 0.13% 168
2021
Q3 		$1.6M Sell
38,707
-12,402
-24% -$530K 0.18% 127
2021
Q2 		$2.31M Buy
51,109
+480
+0.9% +$21.3K 0.28% 84
2021
Q1 		$2.19M Sell
50,629
-8,501
-14% -$378K 0.29% 85
2020
Q4 		$2.48M Buy
59,130
+17,822
+43% +$695K 0.35% 75
2020
Q3 		$1.47M Buy
41,308
+813
+2% +$28.8K 0.21% 103
2020
Q2 		$1.3M Buy
40,495
+16,964
+72% +$510K 0.23% 102
2020
Q1 		$644K Buy
23,531
+10,685
+83% +$353K 0.15% 142
2019
Q4 		$436K Buy
+12,846
New +$440K 0.08% 235

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's ESGE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 25% in Q2 2026, selling an estimated $68.6K and leaving 3,858 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Mount Yale Investment Advisors first reported a position in ESGE in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.48M in Q4 2020. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Mount Yale Investment Advisors held 3,858 shares of iShares ESG Aware MSCI EM ETF worth $211K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,313 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $68.6K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1129 holding.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.48M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.