Sand Hill Global Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sand Hill Global 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	$5.05M	Sell	92,355 -12,079	-12%	-$631K	0.15%	75
2026 Q1	$4.75M	Sell	104,434 -3,914	-4%	-$185K	0.16%	75
2025 Q4	$4.79M	Sell	108,348 -2,107	-2%	-$92.9K	0.17%	78
2025 Q3	$4.8M	Buy	110,455 +76	+0.1%	+$3.1K	0.17%	78
2025 Q2	$4.32M	Sell	110,379 -2,376	-2%	-$86K	0.16%	83
2025 Q1	$3.94M	Buy	112,755 +556	+0.5%	+$19.4K	0.16%	77
2024 Q4	$3.75M	Sell	112,199 -40,926	-27%	-$1.44M	0.16%	75
2024 Q3	$5.58M	Buy	153,125 +3,349	+2%	+$114K	0.24%	67
2024 Q2	$5.02M	Buy	149,776 +489	+0.3%	+$16.1K	0.23%	65
2024 Q1	$4.81M	Buy	149,287 +3,299	+2%	+$104K	0.23%	64
2023 Q4	$4.68M	Buy	145,988 +2,067	+1%	+$63.8K	0.23%	66
2023 Q3	$4.36M	Sell	143,921 -4,723	-3%	-$150K	0.24%	61
2023 Q2	$4.7M	Buy	148,644 +12,575	+9%	+$394K	0.23%	62
2023 Q1	$4.28M	Buy	136,069 +1,979	+1%	+$62.7K	0.23%	62
2022 Q4	$4.03M	Buy	134,090 +42,107	+46%	+$1.23M	0.23%	65
2022 Q3	$2.54M	Sell	91,983 -9,141	-9%	-$285K	0.16%	73
2022 Q2	$3.27M	Buy	101,124 +4,493	+5%	+$152K	0.19%	72
2022 Q1	$3.55M	Buy	96,631 +18,061	+23%	+$693K	0.2%	64
2021 Q4	$3.12M	Buy	78,570 +13,134	+20%	+$542K	0.18%	68
2021 Q3	$2.71M	Sell	65,436 -845	-1%	-$36.1K	0.16%	68
2021 Q2	$2.99M	Buy	66,281 +2,645	+4%	+$117K	0.18%	66
2021 Q1	$2.76M	Buy	63,636 +3,927	+7%	+$175K	0.18%	66
2020 Q4	$2.51M	Buy	59,709 +7,556	+14%	+$295K	0.17%	66
2020 Q3	$1.86M	Buy	52,153 +479	+0.9%	+$17K	0.14%	67
2020 Q2	$1.66M	Buy	+51,674	New	+$1.55M	0.13%	68

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

Sand Hill Global Advisors's ESGE Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $631K and leaving 92,355 shares worth $5.05M. The position accounts for 0.15% of the portfolio, ranked #75.

Sand Hill Global Advisors first reported a position in ESGE in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.58M in Q3 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Sand Hill Global Advisors held 92,355 shares of iShares ESG Aware MSCI EM ETF worth $5.05M as of Q2 2026.
Sand Hill Global Advisors sold 12,079 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $631K.
iShares ESG Aware MSCI EM ETF made up 0.15% of Sand Hill Global Advisors's portfolio in Q2 2026, its #75 holding.
Sand Hill Global Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 25 quarters since.
Sand Hill Global Advisors's iShares ESG Aware MSCI EM ETF position peaked at $5.58M in Q3 2024.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.