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

One Wealth 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	$2.57M	Sell	46,912 -8,084	-15%	-$422K	0.28%	63
2026 Q1	$2.5M	Sell	54,996 -4,471	-8%	-$211K	0.31%	57
2025 Q4	$2.63M	Buy	59,467 +7,539	+15%	+$332K	0.32%	58
2025 Q3	$2.25M	Buy	51,928 +3,208	+7%	+$131K	0.28%	64
2025 Q2	$1.91M	Buy	48,720 +1,632	+3%	+$59.1K	0.27%	68
2025 Q1	$1.65M	Sell	47,088 -6,386	-12%	-$222K	0.25%	69
2024 Q4	$1.79M	Sell	53,474 -1,767	-3%	-$62.3K	0.26%	62
2024 Q3	$2.01M	Sell	55,241 -1,399	-2%	-$47.8K	0.31%	52
2024 Q2	$1.89M	Buy	56,640 +17,387	+44%	+$573K	0.4%	39
2024 Q1	$1.27M	Sell	39,253 -8,826	-18%	-$278K	0.22%	68
2023 Q4	$1.54M	Sell	48,079 -36,912	-43%	-$1.14M	0.3%	54
2023 Q3	$2.57M	Sell	84,991 -2,616	-3%	-$82.8K	0.57%	37
2023 Q2	$2.77M	Sell	87,607 -9,603	-10%	-$301K	0.58%	35
2023 Q1	$3.06M	Buy	97,210 +29,090	+43%	+$922K	0.71%	33
2022 Q4	$2.05M	Sell	68,120 -7,591	-10%	-$222K	0.47%	41
2022 Q3	$2.1M	Sell	75,711 -37,818	-33%	-$1.18M	0.69%	27
2022 Q2	$3.67M	Buy	113,529 +71,452	+170%	+$2.42M	0.98%	27
2022 Q1	$1.54M	Buy	42,077 +11,641	+38%	+$447K	0.38%	43
2021 Q4	$1.21M	Buy	30,436 +898	+3%	+$37K	0.31%	48
2021 Q3	$1.22M	Sell	29,538 -8,110	-22%	-$347K	0.36%	42
2021 Q2	$1.7M	Buy	37,648 +13,330	+55%	+$590K	0.54%	31
2021 Q1	$1.05M	Buy	24,318 +11,748	+93%	+$522K	0.4%	31
2020 Q4	$528K	Buy	+12,570	New	+$490K	0.29%	36

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

One Wealth Advisors's ESGE Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, selling an estimated $422K and leaving 46,912 shares worth $2.57M. The position accounts for 0.28% of the portfolio, ranked #63.

One Wealth Advisors first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q2 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

One Wealth Advisors held 46,912 shares of iShares ESG Aware MSCI EM ETF worth $2.57M as of Q2 2026.
One Wealth Advisors sold 8,084 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $422K.
iShares ESG Aware MSCI EM ETF made up 0.28% of One Wealth Advisors's portfolio in Q2 2026, its #63 holding.
One Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
One Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.67M in Q2 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.