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

Prism 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	$986K	Hold	18,021	–	–	0.24%	51
2026 Q1	$819K	Sell	18,021 -72	-0.4%	-$3.4K	0.22%	52
2025 Q4	$799K	Hold	18,093	–	–	0.21%	52
2025 Q3	$786K	Hold	18,093	–	–	0.21%	51
2025 Q2	$709K	Buy	+18,093	New	+$655K	0.2%	49

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 22.96% 1-Year Est. Return

Prism Advisors's ESGE Position: Q2 2026 in Review

Prism Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 18,021 shares worth $986K. The position accounts for 0.24% of the portfolio, ranked #51.

Prism Advisors first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Prism Advisors held 18,021 shares of iShares ESG Aware MSCI EM ETF worth $986K as of Q2 2026.
Prism Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.24% of Prism Advisors's portfolio in Q2 2026, its #51 holding.
Prism Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.