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Peak Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Peak Financial Management’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 		$351K Sell
6,412
-85
-1% -$4.44K 0.08% 76
2026
Q1 		$295K Hold
6,497
– – 0.08% 70
2025
Q4 		$287K Buy
6,497
+155
+2% +$6.83K 0.07% 75
2025
Q3 		$275K Buy
6,342
+645
+11% +$26.3K 0.07% 75
2025
Q2 		$223K Buy
+5,697
New +$206K 0.06% 88
2024
Q4 		– Sell
-6,224
Closed -$227K – 100
2024
Q3 		$227K Sell
6,224
-300
-5% -$10.2K 0.07% 92
2024
Q2 		$219K Hold
6,524
– – 0.07% 88
2024
Q1 		$210K Buy
6,524
+204
+3% +$6.43K 0.07% 94
2023
Q4 		$203K Buy
+6,320
New +$195K 0.07% 85

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

Peak Financial Management's ESGE Position: Q2 2026 in Review

Peak Financial Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.3% in Q2 2026, selling an estimated $4.44K and leaving 6,412 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #76.

Peak Financial Management first reported a position in ESGE in Q4 2023 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Peak Financial Management held 6,412 shares of iShares ESG Aware MSCI EM ETF worth $351K as of Q2 2026.
  • Peak Financial Management sold 85 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.44K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Peak Financial Management's portfolio in Q2 2026, its #76 holding.
  • Peak Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 9 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.