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

Regal 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
Q1 		$719K Sell
15,814
-2,602
-14% -$123K 0.04% 365
2025
Q4 		$813K Buy
18,416
+3,031
+20% +$134K 0.05% 323
2025
Q3 		$668K Buy
15,385
+1,040
+7% +$42.4K 0.04% 327
2025
Q2 		$562K Buy
14,345
+431
+3% +$15.6K 0.04% 330
2025
Q1 		$486K Buy
13,914
+304
+2% +$10.6K 0.04% 333
2024
Q4 		$454K Buy
13,610
+440
+3% +$15.5K 0.03% 340
2024
Q3 		$480K Buy
13,170
+524
+4% +$17.9K 0.03% 363
2024
Q2 		$424K Buy
12,646
+3,435
+37% +$113K 0.03% 382
2024
Q1 		$297K Sell
9,211
-477
-5% -$15K 0.02% 464
2023
Q4 		$311K Sell
9,688
-2,629
-21% -$81.1K 0.02% 413
2023
Q3 		$373K Sell
12,317
-4,270
-26% -$135K 0.03% 346
2023
Q2 		$525K Sell
16,587
-7,677
-32% -$241K 0.04% 287
2023
Q1 		$764K Buy
24,264
+11,425
+89% +$362K 0.07% 227
2022
Q4 		$386K Sell
12,839
-19,480
-60% -$571K 0.04% 330
2022
Q3 		$894K Buy
32,319
+578
+2% +$18K 0.09% 192
2022
Q2 		$1.03M Sell
31,741
-34,707
-52% -$1.18M 0.11% 177
2022
Q1 		$2.44M Buy
66,448
+14,657
+28% +$563K 0.22% 110
2021
Q4 		$2.06M Sell
51,791
-4,182
-7% -$172K 0.18% 124
2021
Q3 		$2.32M Sell
55,973
-21,090
-27% -$901K 0.23% 117
2021
Q2 		$3.48M Buy
+77,063
New +$3.41M 0.35% 75
2021
Q1 		– Sell
-82,135
Closed -$3.45M – 135
2020
Q4 		$3.45M Buy
+82,135
New +$3.2M 0.39% 71
2020
Q3 		– Sell
-50,328
Closed -$1.61M – 54
2020
Q2 		$1.61M Buy
+50,328
New +$1.51M 0.3% 85

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Regal Investment Advisors's ESGE Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q1 2026, selling an estimated $123K and leaving 15,814 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #365.

Regal Investment Advisors first reported a position in ESGE in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.48M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Regal Investment Advisors held 15,814 shares of iShares ESG Aware MSCI EM ETF worth $719K as of Q1 2026.
  • Regal Investment Advisors sold 2,602 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $123K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #365 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 22 quarters since.
  • Regal Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.48M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.