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Presilium Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Presilium Private Wealth’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 		$545K Sell
9,958
-440
-4% -$23K 0.08% 61
2026
Q1 		$473K Sell
10,398
-423
-4% -$20K 0.08% 54
2025
Q4 		$478K Sell
10,821
-147
-1% -$6.48K 0.09% 56
2025
Q3 		$476K Sell
10,968
-464
-4% -$18.9K 0.09% 53
2025
Q2 		$448K Sell
11,432
-144
-1% -$5.21K 0.09% 52
2025
Q1 		$405K Buy
11,576
+169
+1% +$5.88K 0.09% 57
2024
Q4 		$381K Buy
11,407
+972
+9% +$34.3K 0.09% 61
2024
Q3 		$380K Buy
10,435
+282
+3% +$9.63K 0.09% 61
2024
Q2 		$340K Sell
10,153
-69
-0.7% -$2.27K 0.09% 62
2024
Q1 		$329K Buy
10,222
+167
+2% +$5.26K 0.09% 60
2023
Q4 		$322K Buy
10,055
+236
+2% +$7.28K 0.09% 62
2023
Q3 		$297K Buy
+9,819
New +$311K 0.09% 51

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

Presilium Private Wealth's ESGE Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.2% in Q2 2026, selling an estimated $23K and leaving 9,958 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #61.

Presilium Private Wealth first reported a position in ESGE in Q3 2023 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Presilium Private Wealth held 9,958 shares of iShares ESG Aware MSCI EM ETF worth $545K as of Q2 2026.
  • Presilium Private Wealth sold 440 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $23K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Presilium Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 12 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.