RWRC
ESGE icon

R.W. Roge & Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

R.W. Roge & Company’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 		$348K Hold
6,365
– – 0.15% 50
2026
Q1 		$289K Hold
6,365
– – 0.14% 57
2025
Q4 		$281K Buy
6,365
+94
+1% +$4.14K 0.14% 54
2025
Q3 		$272K Buy
6,271
+995
+19% +$40.6K 0.14% 48
2025
Q2 		$206K Buy
+5,276
New +$191K 0.12% 54

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

R.W. Roge & Company's ESGE Position: Q2 2026 in Review

R.W. Roge & Company held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 6,365 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #50.

R.W. Roge & Company 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.

  • R.W. Roge & Company held 6,365 shares of iShares ESG Aware MSCI EM ETF worth $348K as of Q2 2026.
  • R.W. Roge & Company left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of R.W. Roge & Company's portfolio in Q2 2026, its #50 holding.
  • R.W. Roge & Company 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 R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.