Old Peak Finance’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Old Peak Finance’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	$279K	Buy	5,094 +18	+0.4%	+$941	0.13%	72
2026 Q1	$231K	Hold	5,076	–	–	0.13%	78
2025 Q4	$224K	Buy	+5,076	New	+$224K	0.14%	83

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

Old Peak Finance's ESGE Position: Q2 2026 in Review

Old Peak Finance increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.35% in Q2 2026, buying an estimated $941 and bringing the position to 5,094 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #72.

Old Peak Finance first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Old Peak Finance held 5,094 shares of iShares ESG Aware MSCI EM ETF worth $279K as of Q2 2026.
Old Peak Finance bought 18 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $941.
iShares ESG Aware MSCI EM ETF made up 0.13% of Old Peak Finance's portfolio in Q2 2026, its #72 holding.
Old Peak Finance first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.