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

Savvy Advisors Inc’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 		$1.66M Sell
30,395
-1,243
-4% -$65K 0.04% 375
2026
Q1 		$1.44M Buy
31,638
+15,499
+96% +$733K 0.04% 346
2025
Q4 		$713K Sell
16,139
-7,114
-31% -$314K 0.02% 450
2025
Q3 		$1.01M Buy
23,253
+7,449
+47% +$304K 0.05% 266
2025
Q2 		$619K Buy
15,804
+9,352
+145% +$339K 0.04% 314
2025
Q1 		$226K Buy
+6,452
New +$225K 0.02% 464

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 22.9% 1-Year Est. Return

Savvy Advisors Inc's ESGE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.9% in Q2 2026, selling an estimated $65K and leaving 30,395 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #375.

Savvy Advisors Inc first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Savvy Advisors Inc held 30,395 shares of iShares ESG Aware MSCI EM ETF worth $1.66M as of Q2 2026.
  • Savvy Advisors Inc sold 1,243 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $65K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #375 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.