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

Realta Investment 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	$711	Hold	13	–	–	﹤0.01%	360
2026 Q1	$591	Buy	+13	New	+$615	﹤0.01%	349
2024 Q4	–	Sell	-110	Closed	-$4.04K	–	356
2024 Q3	$4.04K	Hold	110	–	–	﹤0.01%	325
2024 Q2	$3.69K	Buy	110 +27	+33%	+$889	﹤0.01%	738
2024 Q1	$2.67K	Buy	+83	New	+$2.62K	﹤0.01%	775
2023 Q4	–	Sell	-111	Closed	-$3.51K	–	516
2023 Q3	$3.51K	Hold	111	–	–	﹤0.01%	736
2023 Q2	$3.51K	Buy	+111	New	+$3.48K	﹤0.01%	786
2023 Q1	–	Sell	-141	Closed	-$4.24K	–	518
2022 Q4	$4.24K	Hold	141	–	–	﹤0.01%	778
2022 Q3	$4K	Buy	+141	New	+$4.4K	﹤0.01%	753

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

Realta Investment Advisors's ESGE Position: Q2 2026 in Review

Realta Investment Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 13 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Realta Investment Advisors first reported a position in ESGE in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.24K in Q4 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Realta Investment Advisors held 13 shares of iShares ESG Aware MSCI EM ETF worth $711 as of Q2 2026.
Realta Investment Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #360 holding.
Realta Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 9 quarters since.
Realta Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $4.24K in Q4 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.