Per Stirling Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Per Stirling Capital 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	$425K	Sell	7,764 -254	-3%	-$13.3K	0.04%	234
2026 Q1	$365K	Buy	8,018 +1,016	+15%	+$48K	0.04%	229
2025 Q4	$309K	Hold	7,002	–	–	0.03%	237
2025 Q3	$304K	Hold	7,002	–	–	0.04%	225
2025 Q2	$274K	Sell	7,002 -490	-7%	-$17.7K	0.04%	230
2025 Q1	$262K	Hold	7,492	–	–	0.04%	229
2024 Q4	$250K	Sell	7,492 -169	-2%	-$5.96K	0.04%	225
2024 Q3	$279K	Buy	7,661 +364	+5%	+$12.4K	0.04%	229
2024 Q2	$245K	Sell	7,297 -2,090	-22%	-$68.8K	0.04%	217
2024 Q1	$303K	Buy	+9,387	New	+$296K	0.05%	188

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 22.9% 1-Year Est. Return

Per Stirling Capital Management's ESGE Position: Q2 2026 in Review

Per Stirling Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.2% in Q2 2026, selling an estimated $13.3K and leaving 7,764 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #234.

Per Stirling Capital Management first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Per Stirling Capital Management held 7,764 shares of iShares ESG Aware MSCI EM ETF worth $425K as of Q2 2026.
Per Stirling Capital Management sold 254 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $13.3K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #234 holding.
Per Stirling Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.