Rice Partnership’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rice Partnership’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	$25.9K	Sell	474 -54	-10%	-$2.82K	﹤0.01%	157
2026 Q1	$24K	Buy	+528	New	+$25K	﹤0.01%	163
2025 Q1	–	Sell	-1,367	Closed	-$45.6K	–	160
2024 Q4	$45.6K	Sell	1,367 -81	-6%	-$2.86K	0.01%	131
2024 Q3	$52.7K	Sell	1,448 -4	-0.3%	-$137	0.01%	131
2024 Q2	$48.7K	Hold	1,452	–	–	0.01%	122
2024 Q1	$46.8K	Buy	1,452 +83	+6%	+$2.62K	0.01%	113
2023 Q4	$43.9K	Buy	1,369 +15	+1%	+$463	0.01%	109
2023 Q3	$41K	Buy	+1,354	New	+$42.9K	0.01%	112

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

Rice Partnership's ESGE Position: Q2 2026 in Review

Rice Partnership reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, selling an estimated $2.82K and leaving 474 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Rice Partnership first reported a position in ESGE in Q3 2023 and has held it in 8 quarters since. The position peaked at $52.7K in Q3 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Rice Partnership held 474 shares of iShares ESG Aware MSCI EM ETF worth $25.9K as of Q2 2026.
Rice Partnership sold 54 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $2.82K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #157 holding.
Rice Partnership first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2023 and has held it in 8 quarters since.
Rice Partnership's iShares ESG Aware MSCI EM ETF position peaked at $52.7K in Q3 2024.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.