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

Retirement Wealth 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 		$437 Hold
8
– – ﹤0.01% 741
2026
Q1 		$361 Hold
8
– – ﹤0.01% 753
2025
Q4 		$351 Hold
8
– – ﹤0.01% 707
2025
Q3 		$339 Hold
8
– – ﹤0.01% 734
2025
Q2 		$306 Hold
8
– – ﹤0.01% 396
2025
Q1 		$270 Hold
8
– – ﹤0.01% 385
2024
Q4 		$255 Buy
+8
New +$282 ﹤0.01% 390

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 Wealth Solutions's ESGE Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 8 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Retirement Wealth Solutions first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Retirement Wealth Solutions held 8 shares of iShares ESG Aware MSCI EM ETF worth $437 as of Q2 2026.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's portfolio in Q2 2026, its #741 holding.
  • Retirement Wealth Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.