&Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

&Partners’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	$3.83M	Buy	69,962 +3,626	+5%	+$189K	0.02%	702
2026 Q1	$3.02M	Sell	66,336 -212	-0.3%	-$10K	0.01%	726
2025 Q4	$2.94M	Buy	66,548 +9,950	+18%	+$439K	0.02%	694
2025 Q3	$2.45M	Sell	56,598 -1,653	-3%	-$67.4K	0.02%	674
2025 Q2	$2.28M	Buy	58,251 +303	+0.5%	+$11K	0.02%	615
2025 Q1	$2.05M	Buy	57,948 +4,453	+8%	+$155K	0.02%	532
2024 Q4	$1.8M	Buy	53,495 +39,925	+294%	+$1.41M	0.02%	539
2024 Q3	$494K	Buy	13,570 +5,397	+66%	+$184K	0.01%	878
2024 Q2	$274K	Buy	8,173 +85	+1%	+$2.8K	0.01%	741
2024 Q1	$261K	Buy	+8,088	New	+$255K	0.04%	398
2023 Q4	–	Sell	-6,974	Closed	-$211K	–	298
2023 Q3	$211K	Buy	+6,974	New	+$221K	0.1%	154

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

&Partners's ESGE Position: Q2 2026 in Review

&Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.5% in Q2 2026, buying an estimated $189K and bringing the position to 69,962 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #702.

&Partners first reported a position in ESGE in Q3 2023 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

&Partners held 69,962 shares of iShares ESG Aware MSCI EM ETF worth $3.83M as of Q2 2026.
&Partners bought 3,626 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $189K.
iShares ESG Aware MSCI EM ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #702 holding.
&Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.