RFA
ESGE icon

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

RTD Financial Advisors’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 		$1.35M Sell
24,595
-305
-1% -$15.9K 0.15% 68
2026
Q1 		$1.13M Buy
24,900
+157
+0.6% +$7.42K 0.14% 68
2025
Q4 		$1.09M Sell
24,743
-416
-2% -$18.3K 0.13% 64
2025
Q3 		$1.09M Sell
25,159
-593
-2% -$24.2K 0.13% 60
2025
Q2 		$1.01M Sell
25,752
-522
-2% -$18.9K 0.13% 62
2025
Q1 		$918K Buy
26,274
+219
+0.8% +$7.63K 0.12% 63
2024
Q4 		$870K Buy
26,055
+798
+3% +$28.2K 0.11% 65
2024
Q3 		$920K Buy
25,257
+4,888
+24% +$167K 0.12% 66
2024
Q2 		$683K Buy
20,369
+1,123
+6% +$37K 0.09% 70
2024
Q1 		$620K Buy
19,246
+265
+1% +$8.35K 0.08% 70
2023
Q4 		$609K Buy
18,981
+617
+3% +$19K 0.09% 70
2023
Q3 		$556K Buy
18,364
+48
+0.3% +$1.52K 0.08% 71
2023
Q2 		$579K Sell
18,316
-2,787
-13% -$87.4K 0.08% 69
2023
Q1 		$664K Buy
21,103
+638
+3% +$20.2K 0.1% 65
2022
Q4 		$615K Buy
20,465
+368
+2% +$10.8K 0.1% 67
2022
Q3 		$556K Sell
20,097
-703
-3% -$21.9K 0.1% 66
2022
Q2 		$672K Buy
20,800
+6,465
+45% +$219K 0.1% 70
2022
Q1 		$527K Buy
14,335
+1,230
+9% +$47.2K 0.07% 77
2021
Q4 		$521K Buy
+13,105
New +$540K 0.07% 80

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

RTD Financial Advisors's ESGE Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.2% in Q2 2026, selling an estimated $15.9K and leaving 24,595 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #68.

RTD Financial Advisors first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • RTD Financial Advisors held 24,595 shares of iShares ESG Aware MSCI EM ETF worth $1.35M as of Q2 2026.
  • RTD Financial Advisors sold 305 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $15.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of RTD Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • RTD Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.