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

Sanctuary 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	$2.79M	Sell	51,050 -7,971	-14%	-$417K	0.01%	867
2026 Q1	$2.68M	Sell	59,021 -366	-0.6%	-$17.3K	0.01%	797
2025 Q4	$2.62M	Buy	59,387 +6,601	+13%	+$291K	0.01%	787
2025 Q3	$2.29M	Buy	52,786 +5,005	+10%	+$204K	0.01%	819
2025 Q2	$1.87M	Buy	47,781 +88	+0.2%	+$3.19K	0.01%	877
2025 Q1	$1.67M	Sell	47,693 -15,271	-24%	-$532K	0.01%	858
2024 Q4	$2.18M	Sell	62,964 -3,816	-6%	-$135K	0.01%	825
2024 Q3	$2.31M	Buy	66,780 +10,265	+18%	+$351K	0.01%	800
2024 Q2	$1.82M	Buy	+56,515	New	+$1.86M	0.01%	853

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

Sanctuary Advisors's ESGE Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $417K and leaving 51,050 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #867.

Sanctuary Advisors first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Sanctuary Advisors held 51,050 shares of iShares ESG Aware MSCI EM ETF worth $2.79M as of Q2 2026.
Sanctuary Advisors sold 7,971 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $417K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #867 holding.
Sanctuary Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.