RW Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RW Investment 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	$518K	Buy	9,474 +435	+5%	+$22.7K	0.05%	72
2026 Q1	$411K	Buy	+9,039	New	+$427K	0.04%	78
2025 Q3	$378K	Sell	8,711 -94	-1%	-$3.83K	0.04%	75
2025 Q2	$345K	Buy	8,805 +61	+0.7%	+$2.21K	0.04%	77
2025 Q1	$306K	Sell	8,744 -57	-0.6%	-$1.99K	0.04%	76
2024 Q4	$294K	Sell	8,801 -1,332	-13%	-$47K	0.04%	79
2024 Q3	$369K	Buy	10,133 +3,546	+54%	+$121K	0.05%	72
2024 Q2	$221K	Buy	+6,587	New	+$217K	0.03%	83

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

RW Investment Management's ESGE Position: Q2 2026 in Review

RW Investment Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.8% in Q2 2026, buying an estimated $22.7K and bringing the position to 9,474 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #72.

RW Investment Management first reported a position in ESGE in Q2 2024 and has held it in 8 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

RW Investment Management held 9,474 shares of iShares ESG Aware MSCI EM ETF worth $518K as of Q2 2026.
RW Investment Management bought 435 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $22.7K.
iShares ESG Aware MSCI EM ETF made up 0.05% of RW Investment Management's portfolio in Q2 2026, its #72 holding.
RW Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 8 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.