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

Nottingham 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	$1.49M	Sell	29,290 -1,736	-6%	-$90.7K	0.18%	52
2026 Q1	$1.41M	Sell	31,026 -748	-2%	-$35.4K	0.18%	50
2025 Q4	$1.4M	Sell	31,774 -1,257	-4%	-$55.4K	0.2%	53
2025 Q3	$1.43M	Sell	33,031 -2,765	-8%	-$113K	0.2%	49
2025 Q2	$1.4M	Sell	35,796 -5,929	-14%	-$215K	0.21%	50
2025 Q1	$1.46M	Sell	41,725 -16,281	-28%	-$567K	0.22%	50
2024 Q4	$1.94M	Sell	58,006 -26,783	-32%	-$945K	0.25%	44
2024 Q3	$3.09M	Sell	84,789 -563	-0.7%	-$19.2K	0.34%	43
2024 Q2	$2.86M	Sell	85,352 -222	-0.3%	-$7.31K	0.34%	43
2024 Q1	$2.76M	Sell	85,574 -3,598	-4%	-$113K	0.34%	39
2023 Q4	$2.86M	Sell	89,172 -6,075	-6%	-$187K	0.4%	39
2023 Q3	$2.88M	Buy	95,247 +1,109	+1%	+$35.1K	0.45%	37
2023 Q2	$2.98M	Sell	94,138 -1,189	-1%	-$37.3K	0.39%	39
2023 Q1	$3M	Buy	95,327 +5,233	+6%	+$166K	0.4%	41
2022 Q4	$2.71M	Sell	90,094 -35,119	-28%	-$1.03M	0.37%	44
2022 Q3	$3.46M	Buy	125,213 +1,140	+0.9%	+$35.6K	0.5%	40
2022 Q2	$4.01M	Buy	124,073 +11,123	+10%	+$377K	0.54%	37
2022 Q1	$4.15M	Buy	112,950 +4,788	+4%	+$184K	0.49%	35
2021 Q4	$4.3M	Buy	108,162 +6,406	+6%	+$264K	0.47%	38
2021 Q3	$4.22M	Sell	101,756 -15,054	-13%	-$643K	0.42%	40
2021 Q2	$5.27M	Sell	116,810 -9,108	-7%	-$403K	0.59%	40
2021 Q1	$5.45M	Buy	125,918 +38,411	+44%	+$1.71M	0.61%	39
2020 Q4	$3.67M	Sell	87,507 -12,598	-13%	-$491K	0.53%	39
2020 Q3	$3.56M	Buy	+100,105	New	+$3.55M	0.46%	38
2020 Q2	–	Sell	-155,239	Closed	-$4.25M	–	115
2020 Q1	$4.25M	Sell	155,239 -16,974	-10%	-$560K	0.64%	35
2019 Q4	$6.19M	Buy	172,213 +1,351	+0.8%	+$46.3K	0.83%	29
2019 Q3	$5.56M	Sell	170,862 -865	-0.5%	-$28.4K	0.73%	30
2019 Q2	$5.84M	Sell	171,727 -2,895	-2%	-$97.7K	0.83%	30
2019 Q1	$5.95M	Buy	174,622 +163,316	+1,445%	+$5.43M	0.86%	30
2018 Q4	$377K	Hold	11,306	–	–	0.06%	75
2018 Q3	$377K	Buy	+11,306	New	+$380K	0.06%	72

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

Nottingham Advisors's ESGE Position: Q2 2026 in Review

Nottingham Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.6% in Q2 2026, selling an estimated $90.7K and leaving 29,290 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #52.

Nottingham Advisors first reported a position in ESGE in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.19M in Q4 2019. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Nottingham Advisors held 29,290 shares of iShares ESG Aware MSCI EM ETF worth $1.49M as of Q2 2026.
Nottingham Advisors sold 1,736 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $90.7K.
iShares ESG Aware MSCI EM ETF made up 0.18% of Nottingham Advisors's portfolio in Q2 2026, its #52 holding.
Nottingham Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 31 quarters since.
Nottingham Advisors's iShares ESG Aware MSCI EM ETF position peaked at $6.19M in Q4 2019.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.