Red Reef Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Red Reef 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 Q1	$317K	Sell	6,968 -421	-6%	-$19.9K	0.33%	90
2025 Q4	$326K	Buy	+7,389	New	+$326K	0.33%	92

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Red Reef Advisors's ESGE Position: Q1 2026 in Review

Red Reef Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.7% in Q1 2026, selling an estimated $19.9K and leaving 6,968 shares worth $317K. The position accounts for 0.33% of the portfolio, ranked #90.

Red Reef Advisors first reported a position in ESGE in Q4 2025 and has held it in 2 quarters since. The position peaked at $326K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Red Reef Advisors held 6,968 shares of iShares ESG Aware MSCI EM ETF worth $317K as of Q1 2026.
Red Reef Advisors sold 421 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $19.9K.
iShares ESG Aware MSCI EM ETF made up 0.33% of Red Reef Advisors's portfolio in Q1 2026, its #90 holding.
Red Reef Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 2 quarters since.
Red Reef Advisors's iShares ESG Aware MSCI EM ETF position peaked at $326K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.