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

Pure Financial 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	$1.26M	Sell	23,082 -2,045	-8%	-$107K	0.02%	223
2026 Q1	$1.14M	Sell	25,127 -296	-1%	-$14K	0.02%	211
2025 Q4	$1.12M	Buy	25,423 +2,566	+11%	+$113K	0.02%	204
2025 Q3	$992K	Buy	22,857 +36	+0.2%	+$1.47K	0.02%	214
2025 Q2	$894K	Buy	22,821 +8,928	+64%	+$323K	0.02%	212
2025 Q1	$486K	Buy	13,893 +594	+4%	+$20.7K	0.01%	242
2024 Q4	$444K	Buy	13,299 +1,976	+17%	+$69.7K	0.01%	233
2024 Q3	$412K	Buy	+11,323	New	+$387K	0.01%	234

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

Pure Financial Advisors's ESGE Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.1% in Q2 2026, selling an estimated $107K and leaving 23,082 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #223.

Pure Financial Advisors first reported a position in ESGE in Q3 2024 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Pure Financial Advisors held 23,082 shares of iShares ESG Aware MSCI EM ETF worth $1.26M as of Q2 2026.
Pure Financial Advisors sold 2,045 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $107K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #223 holding.
Pure Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.