NorthStar Asset Management (Massachusetts)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$5.48M	Buy	100,200 +20,819	+26%	+$1.09M	1.61%	21
2026 Q1	$3.61M	Buy	79,381 +41,162	+108%	+$1.95M	1.11%	29
2025 Q4	$1.69M	Buy	+38,219	New	+$1.69M	0.44%	43
2022 Q2	–	Sell	-9,000	Closed	-$331K	–	82
2022 Q1	$331K	Sell	9,000 -4,200	-32%	-$161K	0.09%	68
2021 Q4	$525K	Hold	13,200	–	–	0.13%	59
2021 Q3	$547K	Hold	13,200	–	–	0.14%	59
2021 Q2	$596K	Hold	13,200	–	–	0.16%	59
2021 Q1	$572K	Buy	+13,200	New	+$587K	0.18%	51

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

NorthStar Asset Management (Massachusetts)'s ESGE Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 26% in Q2 2026, buying an estimated $1.09M and bringing the position to 100,200 shares worth $5.48M. The position accounts for 1.61% of the portfolio, ranked #21.

NorthStar Asset Management (Massachusetts) first reported a position in ESGE in Q1 2021 and has held it in 8 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

NorthStar Asset Management (Massachusetts) held 100,200 shares of iShares ESG Aware MSCI EM ETF worth $5.48M as of Q2 2026.
NorthStar Asset Management (Massachusetts) bought 20,819 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.09M.
iShares ESG Aware MSCI EM ETF made up 1.61% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #21 holding.
NorthStar Asset Management (Massachusetts) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 8 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.