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Mountain Capital Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mountain Capital 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 		$655K Buy
+11,971
New +$626K 0.09% 31
2023
Q1 		– Sell
-142,240
Closed -$4.59M – 73
2022
Q4 		$4.59M Sell
142,240
-117,029
-45% -$3.43M 2.09% 9
2022
Q3 		$7.1M Buy
259,269
+12,303
+5% +$384K 3.72% 6
2022
Q2 		$7.97M Sell
246,966
-405
-0.2% -$13.7K 3.99% 6
2022
Q1 		$8.91M Buy
247,371
+33,238
+16% +$1.28M 4.21% 6
2021
Q4 		$8.71M Buy
214,133
+148,266
+225% +$6.11M 3.95% 5
2021
Q3 		$2.75M Sell
65,867
-45,014
-41% -$1.92M 1.45% 16
2021
Q2 		$4.78M Buy
110,881
+22,690
+26% +$1M 2.21% 10
2021
Q1 		$3.83M Sell
88,191
-4,073
-4% -$181K 1.92% 9
2020
Q4 		$4.05M Buy
92,264
+2,029
+2% +$79.1K 2.44% 5
2020
Q3 		$3.38M Buy
+90,235
New +$3.2M 2.18% 9
2020
Q2 		– Sell
-204,111
Closed -$5.82M – 51
2020
Q1 		$5.82M Buy
+204,111
New +$6.74M 3.01% 10

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mountain Capital Investment Advisors's ESGE Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 11,971 shares worth $655K. The stake represents 0.09% of the portfolio and ranks #31 among its holdings. This is a return to the name: Mountain Capital Investment Advisors previously reported a position in ESGE as recently as Q4 2022.

Mountain Capital Investment Advisors first reported a position in ESGE in Q1 2020 and has held it in 12 quarters since. The position peaked at $8.91M in Q1 2022. 204 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Mountain Capital Investment Advisors held 11,971 shares of iShares ESG Aware MSCI EM ETF worth $655K as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 12 quarters since.
  • Mountain Capital Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $8.91M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.