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Regatta Capital Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Regatta Capital Group’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 		$1.07M Buy
19,609
+148
+0.8% +$7.73K 0.14% 93
2026
Q1 		$885K Buy
19,461
+1,484
+8% +$70.2K 0.13% 98
2025
Q4 		$794K Sell
17,977
-1,020
-5% -$45K 0.12% 108
2025
Q3 		$825K Sell
18,997
-182
-0.9% -$7.42K 0.13% 103
2025
Q2 		$751K Sell
19,179
-986
-5% -$35.7K 0.13% 105
2025
Q1 		$705K Sell
20,165
-1,904
-9% -$66.3K 0.14% 100
2024
Q4 		$737K Sell
22,069
-189
-0.8% -$6.67K 0.14% 94
2024
Q3 		$810K Sell
22,258
-3,815
-15% -$130K 0.16% 92
2024
Q2 		$874K Sell
26,073
-3,680
-12% -$121K 0.19% 85
2024
Q1 		$959K Sell
29,753
-1,984
-6% -$62.5K 0.22% 79
2023
Q4 		$1.02M Sell
31,737
-1,507
-5% -$46.5K 0.27% 67
2023
Q3 		$1.01M Sell
33,244
-2,906
-8% -$92K 0.32% 63
2023
Q2 		$1.14M Buy
36,150
+9,015
+33% +$283K 0.36% 59
2023
Q1 		$816K Hold
27,135
– – 0.29% 77
2022
Q4 		$816K Buy
27,135
+1,008
+4% +$29.5K 0.29% 77
2022
Q3 		$844K Buy
26,127
+141
+0.5% +$4.4K 0.34% 74
2022
Q2 		$840K Buy
25,986
+2,722
+12% +$92.3K 0.4% 68
2022
Q1 		$854K Buy
23,264
+1,178
+5% +$45.2K 0.29% 79
2021
Q4 		$878K Buy
+22,086
New +$911K 0.31% 74

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 22.96% 1-Year Est. Return

Regatta Capital Group's ESGE Position: Q2 2026 in Review

Regatta Capital Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.76% in Q2 2026, buying an estimated $7.73K and bringing the position to 19,609 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #93.

Regatta Capital Group first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2023. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Regatta Capital Group held 19,609 shares of iShares ESG Aware MSCI EM ETF worth $1.07M as of Q2 2026.
  • Regatta Capital Group bought 148 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $7.73K.
  • iShares ESG Aware MSCI EM ETF made up 0.14% of Regatta Capital Group's portfolio in Q2 2026, its #93 holding.
  • Regatta Capital Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's iShares ESG Aware MSCI EM ETF position peaked at $1.14M in Q2 2023.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.