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ESGE icon

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

NewEdge 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 		$7.64M Buy
139,626
+23,942
+21% +$1.25M 0.02% 598
2026
Q1 		$5.26M Buy
115,684
+32,431
+39% +$1.53M 0.02% 671
2025
Q4 		$3.68M Buy
83,253
+3,244
+4% +$143K 0.01% 789
2025
Q3 		$3.47M Buy
80,009
+1,616
+2% +$65.9K 0.02% 767
2025
Q2 		$3.07M Sell
78,393
-307
-0.4% -$11.1K 0.02% 753
2025
Q1 		$2.75M Buy
78,700
+2,888
+4% +$101K 0.02% 725
2024
Q4 		$2.53M Buy
75,812
+17,438
+30% +$615K 0.02% 735
2024
Q3 		$2.13M Buy
58,374
+1,072
+2% +$36.6K 0.01% 764
2024
Q2 		$1.92M Buy
57,302
+6,613
+13% +$218K 0.01% 765
2024
Q1 		$1.63M Sell
50,689
-38,164
-43% -$1.2M 0.01% 774
2023
Q4 		$2.79M Sell
88,853
-105,254
-54% -$3.25M 0.03% 552
2023
Q3 		$5.88M Buy
194,107
+18,155
+10% +$575K 0.06% 292
2023
Q2 		$5.57M Buy
175,952
+11,518
+7% +$361K 0.06% 298
2023
Q1 		$5.18M Buy
164,434
+53,320
+48% +$1.69M 0.06% 296
2022
Q4 		$1.56M Sell
111,114
-185,489
-63% -$5.44M 0.04% 382
2022
Q3 		$8.21M Buy
296,603
+22,134
+8% +$690K 0.13% 167
2022
Q2 		$8.87M Sell
274,469
-189,120
-41% -$6.41M 0.15% 152
2022
Q1 		$17M Buy
463,589
+111,535
+32% +$4.28M 0.27% 90
2021
Q4 		$14M Sell
352,054
-10,247
-3% -$422K 0.21% 109
2021
Q3 		$15M Sell
362,301
-124,152
-26% -$5.31M 0.37% 65
2021
Q2 		$22M Buy
486,453
+29,289
+6% +$1.3M 0.58% 44
2021
Q1 		$19.8M Sell
457,164
-71,950
-14% -$3.2M 0.59% 44
2020
Q4 		$22.2M Buy
529,114
+152,633
+41% +$5.95M 0.73% 36
2020
Q3 		$13.4M Buy
376,481
+79,614
+27% +$2.82M 0.47% 56
2020
Q2 		$9.52M Buy
296,867
+117,712
+66% +$3.54M 0.37% 70
2020
Q1 		$4.9M Buy
+179,155
New +$5.92M 0.24% 103

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 22.96% 1-Year Est. Return

NewEdge Advisors's ESGE Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 21% in Q2 2026, buying an estimated $1.25M and bringing the position to 139,626 shares worth $7.64M. The position accounts for 0.02% of the portfolio, ranked #598.

NewEdge Advisors first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $22.2M in Q4 2020. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • NewEdge Advisors held 139,626 shares of iShares ESG Aware MSCI EM ETF worth $7.64M as of Q2 2026.
  • NewEdge Advisors bought 23,942 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.25M.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #598 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • NewEdge Advisors's iShares ESG Aware MSCI EM ETF position peaked at $22.2M in Q4 2020.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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