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

Mutual 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
Q1 		$1.05M Buy
23,031
+3,219
+16% +$152K 0.02% 583
2025
Q4 		$875K Buy
19,812
+1,861
+10% +$82K 0.02% 628
2025
Q3 		$796K Buy
17,951
+3,530
+24% +$144K 0.02% 661
2025
Q2 		$580K Sell
14,421
-228
-2% -$8.26K 0.01% 716
2025
Q1 		$509K Sell
14,649
-2,005
-12% -$69.8K 0.01% 701
2024
Q4 		$557K Sell
16,654
-1,953
-10% -$68.9K 0.02% 667
2024
Q3 		$667K Sell
18,607
-12,754
-41% -$436K 0.02% 609
2024
Q2 		$1.04M Buy
31,361
+1,250
+4% +$41.2K 0.03% 472
2024
Q1 		$970K Sell
30,111
-11,639
-28% -$367K 0.03% 482
2023
Q4 		$1.34M Buy
41,750
+9,410
+29% +$290K 0.05% 374
2023
Q3 		$979K Sell
32,340
-2,221
-6% -$70.3K 0.04% 427
2023
Q2 		$1.09M Buy
34,561
+4,377
+15% +$137K 0.04% 413
2023
Q1 		$950K Buy
30,184
+16,279
+117% +$516K 0.04% 438
2022
Q4 		$418K Sell
13,905
-17,763
-56% -$521K 0.02% 637
2022
Q3 		$876K Buy
31,668
+21,408
+209% +$668K 0.05% 404
2022
Q2 		$332K Sell
10,260
-1,578
-13% -$53.5K 0.02% 648
2022
Q1 		$435K Buy
11,838
+1,678
+17% +$64.4K 0.02% 609
2021
Q4 		$404K Sell
10,160
-1,824
-15% -$75.2K 0.02% 641
2021
Q3 		$497K Sell
11,984
-65,819
-85% -$2.81M 0.03% 540
2021
Q2 		$3.51M Buy
77,803
+63,897
+459% +$2.83M 0.21% 116
2021
Q1 		$602K Buy
13,906
+291
+2% +$12.9K 0.04% 440
2020
Q4 		$572K Buy
13,615
+6,083
+81% +$237K 0.04% 435
2020
Q3 		$268K Buy
7,532
+366
+5% +$13K 0.02% 565
2020
Q2 		$230K Sell
7,166
-1,883
-21% -$56.6K 0.02% 567
2020
Q1 		$248K Buy
+9,049
New +$299K 0.03% 448

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mutual Advisors's ESGE Position: Q1 2026 in Review

Mutual Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q1 2026, buying an estimated $152K and bringing the position to 23,031 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #583.

Mutual Advisors first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.51M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Mutual Advisors held 23,031 shares of iShares ESG Aware MSCI EM ETF worth $1.05M as of Q1 2026.
  • Mutual Advisors bought 3,219 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $152K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #583 holding.
  • Mutual Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.51M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.