Principal Financial Group
ESGE icon

Principal Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Principal Financial Group’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 		$9.11M Hold
166,631
– – ﹤0.01% 1454
2026
Q1 		$7.58M Buy
166,631
+39,906
+31% +$1.89M ﹤0.01% 1464
2025
Q4 		$5.6M Hold
126,725
– – ﹤0.01% 1576
2025
Q3 		$5.5M Buy
126,725
+63,269
+100% +$2.58M ﹤0.01% 1554
2025
Q2 		$2.49M Sell
63,456
-13,323
-17% -$482K ﹤0.01% 1766
2025
Q1 		$2.68M Sell
76,779
-22,953
-23% -$799K ﹤0.01% 1721
2024
Q4 		$3.33M Buy
99,732
+16,005
+19% +$565K ﹤0.01% 1699
2024
Q3 		$3.05M Hold
83,727
– – ﹤0.01% 1696
2024
Q2 		$2.81M Sell
83,727
-17,554
-17% -$578K ﹤0.01% 1705
2024
Q1 		$3.26M Hold
101,281
– – ﹤0.01% 1700
2023
Q4 		$3.25M Hold
101,281
– – ﹤0.01% 1687
2023
Q3 		$3.07M Buy
101,281
+29,749
+42% +$942K ﹤0.01% 1678
2023
Q2 		$2.26M Hold
71,532
– – ﹤0.01% 1745
2023
Q1 		$2.25M Buy
+71,532
New +$2.27M ﹤0.01% 1741
2021
Q4 		– Sell
-9,925
Closed -$411K – 2561
2021
Q3 		$411K Sell
9,925
-6,688
-40% -$286K ﹤0.01% 2226
2021
Q2 		$750K Buy
16,613
+1,117
+7% +$49.5K ﹤0.01% 2114
2021
Q1 		$671K Sell
15,496
-2,169
-12% -$96.5K ﹤0.01% 2080
2020
Q4 		$742K Buy
17,665
+7,254
+70% +$283K ﹤0.01% 2013
2020
Q3 		$371K Sell
10,411
-62
-0.6% -$2.2K ﹤0.01% 2078
2020
Q2 		$336K Buy
+10,473
New +$315K ﹤0.01% 2064

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

Principal Financial Group's ESGE Position: Q2 2026 in Review

Principal Financial Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 166,631 shares worth $9.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Principal Financial Group first reported a position in ESGE in Q2 2020 and has held it in 20 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Principal Financial Group held 166,631 shares of iShares ESG Aware MSCI EM ETF worth $9.11M as of Q2 2026.
  • Principal Financial Group left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1454 holding.
  • Principal Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 20 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.