Rockefeller Capital Management
ESGE icon

Rockefeller Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rockefeller Capital Management’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 		$4.59M Sell
83,930
-6,192
-7% -$324K 0.01% 1003
2026
Q1 		$4.1M Buy
90,122
+3,682
+4% +$174K 0.01% 1000
2025
Q4 		$3.82M Buy
86,440
+15,243
+21% +$672K 0.01% 971
2025
Q3 		$3.09M Buy
71,197
+16,123
+29% +$658K 0.01% 991
2025
Q2 		$2.16M Buy
55,074
+2,073
+4% +$75.1K ﹤0.01% 1089
2025
Q1 		$1.85M Sell
53,001
-826
-2% -$28.8K ﹤0.01% 1068
2024
Q4 		$1.8M Buy
53,827
+4,287
+9% +$151K ﹤0.01% 1048
2024
Q3 		$1.8M Sell
49,540
-1,578
-3% -$53.9K ﹤0.01% 1030
2024
Q2 		$1.71M Buy
51,118
+1,055
+2% +$34.8K ﹤0.01% 1036
2024
Q1 		$1.61M Buy
50,063
+7,128
+17% +$225K ﹤0.01% 1096
2023
Q4 		$1.38M Buy
42,935
+5,165
+14% +$159K ﹤0.01% 1038
2023
Q3 		$1.14M Sell
37,770
-752
-2% -$23.8K ﹤0.01% 1042
2023
Q2 		$1.22M Buy
38,522
+3,930
+11% +$123K ﹤0.01% 1013
2023
Q1 		$1.09M Sell
34,592
-1,951
-5% -$61.8K ﹤0.01% 1038
2022
Q4 		$1.1M Buy
36,543
+5,611
+18% +$164K 0.01% 971
2022
Q3 		$855K Sell
30,932
-33,860
-52% -$1.06M ﹤0.01% 1070
2022
Q2 		$2.09M Sell
64,792
-4,895
-7% -$166K 0.01% 757
2022
Q1 		$2.56M Sell
69,687
-1,580
-2% -$60.7K 0.01% 717
2021
Q4 		$2.83M Sell
71,267
-1,963
-3% -$80.9K 0.01% 702
2021
Q3 		$3.03M Buy
73,230
+3,803
+5% +$163K 0.02% 629
2021
Q2 		$3.13M Buy
69,427
+45,619
+192% +$2.02M 0.02% 598
2021
Q1 		$1.03M Buy
23,808
+14,859
+166% +$661K 0.01% 774
2020
Q4 		$375K Buy
8,949
+4,629
+107% +$180K ﹤0.01% 1006
2020
Q3 		$153K Buy
4,320
+2,724
+171% +$96.5K ﹤0.01% 1126
2020
Q2 		$51K Sell
1,596
-342
-18% -$10.3K ﹤0.01% 1403
2020
Q1 		$53K Buy
+1,938
New +$64K ﹤0.01% 1208
2019
Q4 		– Sell
-20
Closed -$1K – 2092
2019
Q3 		$1K Buy
+20
New +$657 ﹤0.01% 1847

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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

Rockefeller Capital Management's ESGE Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.9% in Q2 2026, selling an estimated $324K and leaving 83,930 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #1003.

Rockefeller Capital Management first reported a position in ESGE in Q3 2019 and has held it in 27 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Rockefeller Capital Management held 83,930 shares of iShares ESG Aware MSCI EM ETF worth $4.59M as of Q2 2026.
  • Rockefeller Capital Management sold 6,192 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $324K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1003 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 27 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.