Richard P. Slaughter Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Richard P. Slaughter Associates’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	$435K	Buy	7,945 +1,343	+20%	+$70.2K	0.09%	78
2026 Q1	$300K	Buy	6,602 +1,286	+24%	+$60.8K	0.06%	83
2025 Q4	$235K	Buy	5,316 +6	+0.1%	+$265	0.05%	95
2025 Q3	$231K	Sell	5,310 -76	-1%	-$3.1K	0.05%	98
2025 Q2	$211K	Sell	5,386 -3,465	-39%	-$125K	0.04%	112
2025 Q1	$309K	Sell	8,851 -1,915	-18%	-$66.7K	0.07%	102
2024 Q4	$359K	Sell	10,766 -342	-3%	-$12.1K	0.08%	121
2024 Q3	$404K	Buy	11,108 +1,366	+14%	+$46.6K	0.09%	118
2024 Q2	$327K	Buy	+9,742	New	+$321K	0.08%	119

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

Richard P. Slaughter Associates's ESGE Position: Q2 2026 in Review

Richard P. Slaughter Associates increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, buying an estimated $70.2K and bringing the position to 7,945 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #78.

Richard P. Slaughter Associates first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Richard P. Slaughter Associates held 7,945 shares of iShares ESG Aware MSCI EM ETF worth $435K as of Q2 2026.
Richard P. Slaughter Associates bought 1,343 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $70.2K.
iShares ESG Aware MSCI EM ETF made up 0.09% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #78 holding.
Richard P. Slaughter Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.