New England Private Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

New England Private Wealth 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	$697K	Buy	12,736 +91	+0.7%	+$4.76K	0.07%	123
2026 Q1	$575K	Hold	12,645	–	–	0.07%	125
2025 Q4	$559K	Buy	12,645 +431	+4%	+$19K	0.07%	125
2025 Q3	$530K	Buy	+12,214	New	+$498K	0.07%	125

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

New England Private Wealth Advisors's ESGE Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.72% in Q2 2026, buying an estimated $4.76K and bringing the position to 12,736 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #123.

New England Private Wealth Advisors first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

New England Private Wealth Advisors held 12,736 shares of iShares ESG Aware MSCI EM ETF worth $697K as of Q2 2026.
New England Private Wealth Advisors bought 91 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.76K.
iShares ESG Aware MSCI EM ETF made up 0.07% of New England Private Wealth Advisors's portfolio in Q2 2026, its #123 holding.
New England Private Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.