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Retirement Income Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Retirement Income Solutions’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 		$347K Hold
7,628
– – 0.06% 114
2026
Q1 		$347K Hold
7,628
– – 0.06% 115
2025
Q4 		$337K Buy
7,628
+680
+10% +$30K 0.06% 114
2025
Q3 		$302K Hold
6,948
– – 0.05% 129
2025
Q2 		$272K Buy
6,948
+14
+0.2% +$507 0.05% 127
2025
Q1 		$242K Buy
6,934
+444
+7% +$15.5K 0.05% 125
2024
Q4 		$217K Buy
6,490
+21
+0.3% +$741 0.04% 135
2024
Q3 		$236K Buy
6,469
+270
+4% +$9.22K 0.05% 128
2024
Q2 		$208K Sell
6,199
-215
-3% -$7.08K 0.05% 137
2024
Q1 		$207K Hold
6,414
– – 0.05% 148
2023
Q4 		$206K Buy
+6,414
New +$198K 0.05% 134
2023
Q3 		– Sell
-6,414
Closed -$203K – 134
2023
Q2 		$203K Buy
+6,414
New +$201K 0.05% 136
2022
Q2 		– Sell
-7,500
Closed -$275K – 118
2022
Q1 		$275K Buy
+7,500
New +$288K 0.08% 95

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

Retirement Income Solutions's ESGE Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 7,628 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #114.

Retirement Income Solutions first reported a position in ESGE in Q1 2022 and has held it in 13 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Retirement Income Solutions held 7,628 shares of iShares ESG Aware MSCI EM ETF worth $347K as of Q2 2026.
  • Retirement Income Solutions left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #114 holding.
  • Retirement Income Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 13 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.