Neumann Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Neumann Capital Management’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	–	Sell	-34,055	Closed	-$1.55M	–	75
2026 Q1	$1.55M	Sell	34,055 -770	-2%	-$36.4K	0.46%	51
2025 Q4	$1.54M	Sell	34,825 -1,460	-4%	-$64.4K	0.44%	49
2025 Q3	$1.58M	Sell	36,285 -150	-0.4%	-$6.12K	0.46%	47
2025 Q2	$1.43M	Sell	36,435 -700	-2%	-$25.3K	0.45%	50
2025 Q1	$1.3M	Sell	37,135 -1,200	-3%	-$41.8K	0.45%	50
2024 Q4	$1.28M	Sell	38,335 -1,100	-3%	-$38.8K	0.43%	50
2024 Q3	$1.44M	Hold	39,435	–	–	0.48%	47
2024 Q2	$1.32M	Sell	39,435 -500	-1%	-$16.5K	0.45%	47
2024 Q1	$1.29M	Buy	39,935 +1,460	+4%	+$46K	0.46%	49
2023 Q4	$1.23M	Buy	38,475 +1,600	+4%	+$49.4K	0.49%	47
2023 Q3	$1.12M	Buy	36,875 +310	+0.8%	+$9.82K	0.49%	52
2023 Q2	$1.16M	Buy	36,565 +300	+0.8%	+$9.41K	0.48%	49
2023 Q1	$1.14M	Buy	36,265 +700	+2%	+$22.2K	0.5%	48
2022 Q4	$1.07M	Buy	35,565 +4,220	+13%	+$124K	0.5%	51
2022 Q3	$867K	Buy	31,345 +800	+3%	+$25K	0.45%	56
2022 Q2	$987K	Buy	30,545 +7,025	+30%	+$238K	0.5%	51
2022 Q1	$864K	Buy	23,520 +5,400	+30%	+$207K	0.37%	56
2021 Q4	$720K	Buy	18,120 +2,270	+14%	+$93.6K	0.29%	59
2021 Q3	$657K	Buy	15,850 +5,050	+47%	+$216K	0.29%	59
2021 Q2	$488K	Buy	+10,800	New	+$478K	0.22%	63

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

Neumann Capital Management's ESGE Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 34,055 shares — an estimated $1.55M sold.

Neumann Capital Management first reported a position in ESGE in Q2 2021 and held it in 20 quarters. The position peaked at $1.58M in Q3 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Neumann Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 34,055 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.55M.
Neumann Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 20 quarters.
Neumann Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $1.58M in Q3 2025.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.