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

Savant Capital’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 		$4.66M Sell
85,133
-4,792
-5% -$250K 0.01% 422
2026
Q1 		$4.09M Buy
89,925
+9,568
+12% +$452K 0.02% 298
2025
Q4 		$3.55M Sell
80,357
-20,839
-21% -$919K 0.02% 301
2025
Q3 		$4.39M Buy
101,196
+2,249
+2% +$91.8K 0.03% 254
2025
Q2 		$3.88M Buy
98,947
+11,360
+13% +$411K 0.03% 245
2025
Q1 		$3.06M Sell
87,587
-782
-0.9% -$27.2K 0.03% 257
2024
Q4 		$2.95M Sell
88,369
-5,804
-6% -$205K 0.02% 334
2024
Q3 		$3.43M Sell
94,173
-1,227
-1% -$41.9K 0.03% 291
2024
Q2 		$3.2M Buy
95,400
+443
+0.5% +$14.6K 0.03% 271
2024
Q1 		$3.06M Sell
94,957
-2,108
-2% -$66.4K 0.04% 256
2023
Q4 		$3.11M Sell
97,065
-7,697
-7% -$237K 0.04% 224
2023
Q3 		$3.17M Buy
104,762
+13,754
+15% +$436K 0.05% 207
2023
Q2 		$2.88M Buy
91,008
+6,204
+7% +$195K 0.05% 220
2023
Q1 		$2.67M Buy
84,804
+13,568
+19% +$430K 0.05% 190
2022
Q4 		$2.11M Sell
71,236
-15,422
-18% -$452K 0.05% 159
2022
Q3 		$2.4M Buy
86,658
+1,303
+2% +$40.6K 0.07% 129
2022
Q2 		$2.76M Buy
85,355
+33,026
+63% +$1.12M 0.08% 120
2022
Q1 		$1.92M Buy
52,329
+2,290
+5% +$87.9K 0.06% 160
2021
Q4 		$1.99M Sell
50,039
-8,105
-14% -$334K 0.06% 162
2021
Q3 		$2.41M Buy
58,144
+9,245
+19% +$395K 0.09% 124
2021
Q2 		$2.21M Sell
48,899
-82
-0.2% -$3.63K 0.09% 125
2021
Q1 		$2.12M Sell
48,981
-3,059
-6% -$136K 0.11% 115
2020
Q4 		$2.19M Sell
52,040
-1,798
-3% -$70.1K 0.13% 110
2020
Q3 		$1.92M Buy
53,838
+635
+1% +$22.5K 0.13% 114
2020
Q2 		$1.71M Buy
53,203
+16,396
+45% +$493K 0.13% 122
2020
Q1 		$1.01M Buy
36,807
+11,956
+48% +$395K 0.1% 151
2019
Q4 		$893K Buy
24,851
+1,676
+7% +$57.5K 0.11% 147
2019
Q3 		$754K Buy
23,175
+1,484
+7% +$48.8K 0.1% 143
2019
Q2 		$737K Buy
+21,691
New +$732K 0.1% 148

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

Savant Capital's ESGE Position: Q2 2026 in Review

Savant Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.3% in Q2 2026, selling an estimated $250K and leaving 85,133 shares worth $4.66M. The position accounts for 0.01% of the portfolio, ranked #422.

Savant Capital first reported a position in ESGE in Q2 2019 and has held it in 29 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Savant Capital held 85,133 shares of iShares ESG Aware MSCI EM ETF worth $4.66M as of Q2 2026.
  • Savant Capital sold 4,792 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $250K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #422 holding.
  • Savant Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 29 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.