RHS Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RHS Financial’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	$386K	Sell	7,067 -742	-10%	-$38.8K	0.16%	104
2026 Q1	$355K	Sell	7,809 -665	-8%	-$31.4K	0.17%	104
2025 Q4	$374K	Buy	8,474 +238	+3%	+$10.5K	0.18%	89
2025 Q3	$358K	Sell	8,236 -86	-1%	-$3.51K	0.19%	92
2025 Q2	$326K	Sell	8,322 -7,818	-48%	-$283K	0.19%	95
2025 Q1	$564K	Sell	16,140 -5,649	-26%	-$197K	0.32%	62
2024 Q4	$728K	Buy	21,789 +4,408	+25%	+$156K	0.38%	64
2024 Q3	$633K	Sell	17,381 -883	-5%	-$30.2K	0.32%	71
2024 Q2	$612K	Buy	18,264 +2,623	+17%	+$86.4K	0.37%	58
2024 Q1	$504K	Sell	15,641 -3,233	-17%	-$102K	0.29%	69
2023 Q4	$605K	Sell	18,874 -5,407	-22%	-$167K	0.38%	57
2023 Q3	$735K	Sell	24,281 -2,457	-9%	-$77.8K	0.51%	49
2023 Q2	$846K	Sell	26,738 -1,803	-6%	-$56.6K	0.62%	41
2023 Q1	$898K	Buy	28,541 +7,641	+37%	+$242K	0.68%	40
2022 Q4	$628K	Sell	20,900 -2,855	-12%	-$83.7K	0.5%	48
2022 Q3	$657K	Sell	23,755 -9,740	-29%	-$304K	0.58%	44
2022 Q2	$1.08M	Buy	33,495 +9,582	+40%	+$325K	0.89%	34
2022 Q1	$878K	Buy	23,913 +4,705	+24%	+$181K	0.65%	41
2021 Q4	$764K	Sell	19,208 -53	-0.3%	-$2.19K	0.53%	41
2021 Q3	$798K	Sell	19,261 -2,450	-11%	-$105K	0.58%	45
2021 Q2	$980K	Buy	21,711 +5,312	+32%	+$235K	0.73%	41
2021 Q1	$710K	Sell	16,399 -2,430	-13%	-$108K	0.59%	43
2020 Q4	$790K	Sell	18,829 -3,118	-14%	-$122K	0.68%	39
2020 Q3	$782K	Sell	21,947 -9,058	-29%	-$321K	0.79%	39
2020 Q2	$995K	Buy	31,005 +7,648	+33%	+$230K	1.16%	29
2020 Q1	$639K	Buy	+23,357	New	+$771K	0.86%	36

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RHS Financial's ESGE Position: Q2 2026 in Review

RHS Financial reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.5% in Q2 2026, selling an estimated $38.8K and leaving 7,067 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #104.

RHS Financial first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.08M in Q2 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

RHS Financial held 7,067 shares of iShares ESG Aware MSCI EM ETF worth $386K as of Q2 2026.
RHS Financial sold 742 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $38.8K.
iShares ESG Aware MSCI EM ETF made up 0.16% of RHS Financial's portfolio in Q2 2026, its #104 holding.
RHS Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
RHS Financial's iShares ESG Aware MSCI EM ETF position peaked at $1.08M in Q2 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.