Raymond James Financial
ESGE icon

Raymond James Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Raymond James Financial’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 		$18.1M Buy
331,003
+4,970
+2% +$260K ﹤0.01% 1630
2026
Q1 		$14.8M Sell
326,033
-13,046
-4% -$617K ﹤0.01% 1696
2025
Q4 		$15M Buy
339,079
+10,531
+3% +$464K ﹤0.01% 1653
2025
Q3 		$14.3M Sell
328,548
-2,272
-0.7% -$92.7K ﹤0.01% 1659
2025
Q2 		$13M Sell
330,820
-789
-0.2% -$28.6K ﹤0.01% 1680
2025
Q1 		$11.6M Sell
331,609
-25,865
-7% -$901K ﹤0.01% 1694
2024
Q4 		$11.9M Buy
+357,474
New +$12.6M ﹤0.01% 1705

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 22.9% 1-Year Est. Return

Raymond James Financial's ESGE Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q2 2026, buying an estimated $260K and bringing the position to 331,003 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Raymond James Financial first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Raymond James Financial held 331,003 shares of iShares ESG Aware MSCI EM ETF worth $18.1M as of Q2 2026.
  • Raymond James Financial bought 4,970 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $260K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1630 holding.
  • Raymond James Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.