North Berkeley Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

North Berkeley Wealth 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	$4.26M	Buy	77,840 +23,795	+44%	+$1.24M	1.72%	18
2026 Q1	$2.46M	Buy	+54,045	New	+$2.56M	1.3%	20

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

North Berkeley Wealth Management's ESGE Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 44% in Q2 2026, buying an estimated $1.24M and bringing the position to 77,840 shares worth $4.26M. The position accounts for 1.72% of the portfolio, ranked #18.

North Berkeley Wealth Management first reported a position in ESGE in Q1 2026 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

North Berkeley Wealth Management held 77,840 shares of iShares ESG Aware MSCI EM ETF worth $4.26M as of Q2 2026.
North Berkeley Wealth Management bought 23,795 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.24M.
iShares ESG Aware MSCI EM ETF made up 1.72% of North Berkeley Wealth Management's portfolio in Q2 2026, its #18 holding.
North Berkeley Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and has held it in 2 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.