Raleigh Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Raleigh Capital Management’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	–	Sell	-27	Closed	-$1.23K	–	653
2026 Q1	$1.23K	Buy	+27	New	+$1.28K	﹤0.01%	603
2024 Q4	–	Sell	-33	Closed	-$1.2K	–	1036
2024 Q3	$1.2K	Buy	+33	New	+$1.13K	﹤0.01%	872
2023 Q4	–	Sell	-32	Closed	-$969	–	1113
2023 Q3	$969	Buy	+32	New	+$1.01K	﹤0.01%	838
2022 Q4	–	Sell	-12,640	Closed	-$349K	–	801
2022 Q3	$349K	Buy	12,640 +241	+2%	+$7.52K	0.2%	119
2022 Q2	$400K	Sell	12,399 -14,154	-53%	-$480K	0.23%	111
2022 Q1	$975K	Buy	26,553 +7,394	+39%	+$284K	0.53%	61
2021 Q4	$762K	Buy	+19,159	New	+$790K	0.78%	42

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

Raleigh Capital Management's ESGE Position: Q2 2026 in Review

Raleigh Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 27 shares — an estimated $1.23K sold.

Raleigh Capital Management first reported a position in ESGE in Q4 2021 and held it in 7 quarters. The position peaked at $975K in Q1 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Raleigh Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Raleigh Capital Management sold 27 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.23K.
Raleigh Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 7 quarters.
Raleigh Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $975K in Q1 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.