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

Perennial 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 		$1.57M Sell
28,674
-7,149
-20% -$374K 0.1% 165
2026
Q1 		$1.63M Buy
35,823
+5,421
+18% +$256K 0.13% 135
2025
Q4 		$1.34M Buy
30,402
+1,303
+4% +$57.4K 0.11% 159
2025
Q3 		$1.26M Buy
29,099
+429
+1% +$17.5K 0.1% 165
2025
Q2 		$1.12M Buy
28,670
+872
+3% +$31.6K 0.11% 168
2025
Q1 		$972K Buy
27,798
+8,490
+44% +$296K 0.11% 165
2024
Q4 		$645K Buy
19,308
+1,818
+10% +$64.1K 0.08% 196
2024
Q3 		$637K Buy
17,490
+667
+4% +$22.8K 0.08% 184
2024
Q2 		$564K Buy
16,823
+3,301
+24% +$109K 0.08% 183
2024
Q1 		$436K Buy
13,522
+239
+2% +$7.53K 0.07% 198
2023
Q4 		$426K Sell
13,283
-3,782
-22% -$117K 0.07% 192
2023
Q3 		$517K Sell
17,065
-1,811
-10% -$57.3K 0.09% 169
2023
Q2 		$597K Buy
18,876
+1,950
+12% +$61.2K 0.11% 164
2023
Q1 		$533K Buy
16,926
+74
+0.4% +$2.35K 0.1% 167
2022
Q4 		$507K Buy
16,852
+3,598
+27% +$105K 0.21% 101
2022
Q3 		$367K Buy
13,254
+62
+0.5% +$1.93K 0.17% 112
2022
Q2 		$427K Sell
13,192
-5,889
-31% -$200K 0.17% 116
2022
Q1 		$702K Buy
19,081
+10,690
+127% +$410K 0.22% 86
2021
Q4 		$334K Sell
8,391
-5,278
-39% -$218K 0.1% 161
2021
Q3 		$565K Sell
13,669
-2,556
-16% -$109K 0.2% 99
2021
Q2 		$733K Buy
16,225
+22
+0.1% +$974 0.27% 82
2021
Q1 		$702K Buy
16,203
+1,553
+11% +$69.1K 0.28% 78
2020
Q4 		$615K Buy
14,650
+2,199
+18% +$85.7K 0.26% 79
2020
Q3 		$444K Buy
12,451
+1,432
+13% +$50.7K 0.22% 87
2020
Q2 		$353K Buy
+11,019
New +$331K 0.24% 84

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

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

Perennial Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, selling an estimated $374K and leaving 28,674 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #165.

Perennial Investment Advisors first reported a position in ESGE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.63M in Q1 2026. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Perennial Investment Advisors held 28,674 shares of iShares ESG Aware MSCI EM ETF worth $1.57M as of Q2 2026.
  • Perennial Investment Advisors sold 7,149 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $374K.
  • iShares ESG Aware MSCI EM ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 25 quarters since.
  • Perennial Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q1 2026.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.