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Oxford Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Oxford Financial Group’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 		$8.38M Sell
153,284
-4,140
-3% -$216K 0.42% 29
2026
Q1 		$7.16M Sell
157,424
-5,167
-3% -$244K 0.39% 30
2025
Q4 		$7.18M Sell
162,591
-4,191
-3% -$185K 0.39% 28
2025
Q3 		$7.24M Sell
166,782
-418
-0.3% -$17.1K 0.41% 30
2025
Q2 		$6.55M Sell
167,200
-3,640
-2% -$132K 0.39% 30
2025
Q1 		$5.97M Sell
170,840
-2,628
-2% -$91.5K 0.42% 30
2024
Q4 		$5.79M Buy
173,468
+16,229
+10% +$573K 0.38% 30
2024
Q3 		$5.73M Buy
157,239
+214
+0.1% +$7.31K 0.36% 31
2024
Q2 		$5.27M Sell
157,025
-491
-0.3% -$16.2K 0.35% 31
2024
Q1 		$5.08M Sell
157,516
-525
-0.3% -$16.5K 0.35% 33
2023
Q4 		$5.07M Buy
158,041
+1,075
+0.7% +$33.2K 0.37% 36
2023
Q3 		$4.75M Sell
156,966
-363
-0.2% -$11.5K 0.41% 36
2023
Q2 		$4.98M Buy
157,329
+12,057
+8% +$378K 0.47% 30
2023
Q1 		$4.57M Sell
145,272
-9,231
-6% -$293K 0.51% 28
2022
Q4 		$4.65M Sell
154,503
-9,297
-6% -$272K 0.54% 27
2022
Q3 		$4.53M Buy
163,800
+3,806
+2% +$119K 0.68% 24
2022
Q2 		$5.17M Sell
159,994
-378
-0.2% -$12.8K 0.76% 21
2022
Q1 		$5.89M Buy
160,372
+6,077
+4% +$233K 0.75% 20
2021
Q4 		$6.13M Buy
154,295
+11,521
+8% +$475K 0.69% 21
2021
Q3 		$5.92M Buy
142,774
+1,357
+1% +$58K 0.75% 22
2021
Q2 		$6.38M Sell
141,417
-3,998
-3% -$177K 0.86% 20
2021
Q1 		$6.3M Sell
145,415
-1,328
-0.9% -$59.1K 0.87% 20
2020
Q4 		$6.16M Sell
146,743
-1,719
-1% -$67K 0.89% 20
2020
Q3 		$5.29M Buy
148,462
+2,416
+2% +$85.6K 0.85% 20
2020
Q2 		$4.68M Buy
146,046
+9,405
+7% +$283K 0.79% 21
2020
Q1 		$3.74M Sell
136,641
-7,901
-5% -$261K 0.75% 24
2019
Q4 		$5.19M Buy
144,542
+470
+0.3% +$16.1K 1.44% 16
2019
Q3 		$4.69M Buy
144,072
+18,792
+15% +$618K 1.48% 14
2019
Q2 		$4.26M Buy
125,280
+16,427
+15% +$555K 1.4% 16
2019
Q1 		$3.71M Buy
108,853
+78,749
+262% +$2.62M 1.33% 16
2018
Q4 		$923K Buy
+30,104
New +$946K 0.3% 26

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

Oxford Financial Group's ESGE Position: Q2 2026 in Review

Oxford Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q2 2026, selling an estimated $216K and leaving 153,284 shares worth $8.38M. The position accounts for 0.42% of the portfolio, ranked #29.

Oxford Financial Group first reported a position in ESGE in Q4 2018 and has held it in 31 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Oxford Financial Group held 153,284 shares of iShares ESG Aware MSCI EM ETF worth $8.38M as of Q2 2026.
  • Oxford Financial Group sold 4,140 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $216K.
  • iShares ESG Aware MSCI EM ETF made up 0.42% of Oxford Financial Group's portfolio in Q2 2026, its #29 holding.
  • Oxford Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 31 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.