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

Sax Wealth 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	$404K	Buy	8,882 +831	+10%	+$43.4K	0.02%	388
2026 Q1	$356K	Hold	8,051	–	–	0.02%	354
2025 Q4	$356K	Sell	8,051 -2,750	-25%	-$121K	0.02%	359
2025 Q3	$469K	Buy	10,801 +97	+0.9%	+$3.96K	0.03%	280
2025 Q2	$419K	Sell	10,704 -525	-5%	-$19K	0.03%	281
2025 Q1	$392K	Sell	11,229 -1,318	-11%	-$45.9K	0.03%	249
2024 Q4	$419K	Sell	12,547 -5,863	-32%	-$207K	0.03%	213
2024 Q3	$670K	Sell	18,410 -8	-0%	-$273	0.06%	130
2024 Q2	$618K	Buy	+18,418	New	+$607K	0.06%	125

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 22.9% 1-Year Est. Return

Sax Wealth Advisors's ESGE Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, buying an estimated $43.4K and bringing the position to 8,882 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #388.

Sax Wealth Advisors first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q3 2024. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Sax Wealth Advisors held 8,882 shares of iShares ESG Aware MSCI EM ETF worth $404K as of Q2 2026.
Sax Wealth Advisors bought 831 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $43.4K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #388 holding.
Sax Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $670K in Q3 2024.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.