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

OneDigital Investment 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 		$2.49M Sell
45,550
-7,508
-14% -$392K 0.02% 447
2026
Q1 		$2.41M Buy
53,058
+365
+0.7% +$17.3K 0.02% 431
2025
Q4 		$2.33M Buy
52,693
+1,982
+4% +$87.4K 0.02% 427
2025
Q3 		$2.2M Buy
50,711
+4,797
+10% +$196K 0.02% 421
2025
Q2 		$1.8M Sell
45,914
-11,060
-19% -$400K 0.02% 459
2025
Q1 		$1.99M Sell
56,974
-2,264
-4% -$78.8K 0.02% 409
2024
Q4 		$1.98M Sell
59,238
-2,532
-4% -$89.3K 0.02% 425
2024
Q3 		$2.25M Sell
61,770
-6,509
-10% -$222K 0.03% 407
2024
Q2 		$2.29M Buy
68,279
+55,904
+452% +$1.84M 0.03% 385
2024
Q1 		$399K Buy
12,375
+1,083
+10% +$34.1K 0.01% 820
2023
Q4 		$362K Buy
11,292
+1,511
+15% +$46.6K 0.01% 848
2023
Q3 		$296K Sell
9,781
-1,843
-16% -$58.4K 0.01% 811
2023
Q2 		$368K Buy
11,624
+1,038
+10% +$32.6K 0.01% 743
2023
Q1 		$333K Buy
+10,586
New +$335K 0.01% 741
2019
Q3 		– Sell
-250
Closed -$9K – 734
2019
Q2 		$9K Buy
+250
New +$8.44K ﹤0.01% 956

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneDigital Investment Advisors's ESGE Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $392K and leaving 45,550 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #447.

OneDigital Investment Advisors first reported a position in ESGE in Q2 2019 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • OneDigital Investment Advisors held 45,550 shares of iShares ESG Aware MSCI EM ETF worth $2.49M as of Q2 2026.
  • OneDigital Investment Advisors sold 7,508 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $392K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #447 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 15 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.