Schneider Downs Wealth Management Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Schneider Downs Wealth Management 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	$787K	Buy	14,388 +406	+3%	+$21.2K	0.07%	86
2026 Q1	$636K	Buy	13,982 +361	+3%	+$17.1K	0.07%	86
2025 Q4	$602K	Hold	13,621	–	–	0.07%	85
2025 Q3	$591K	Hold	13,621	–	–	0.07%	87
2025 Q2	$534K	Sell	13,621 -4,086	-23%	-$148K	0.08%	88
2025 Q1	$619K	Hold	17,707	–	–	0.11%	72
2024 Q4	$591K	Buy	17,707 +1,059	+6%	+$37.4K	0.11%	77
2024 Q3	$606K	Sell	16,648 -16,773	-50%	-$573K	0.12%	72
2024 Q2	$1.12M	Hold	33,421	–	–	0.25%	46
2024 Q1	$1.08M	Buy	33,421 +2,583	+8%	+$81.4K	0.25%	51
2023 Q4	$989K	Buy	30,838 +201	+0.7%	+$6.2K	0.26%	48
2023 Q3	$928K	Buy	30,637 +128	+0.4%	+$4.05K	0.21%	46
2023 Q2	$965K	Buy	30,509 +4,905	+19%	+$154K	0.22%	46
2023 Q1	$806K	Buy	25,604 +5,561	+28%	+$176K	0.17%	49
2022 Q4	$603K	Sell	20,043 -3,217	-14%	-$94.3K	0.13%	56
2022 Q3	$644K	Buy	23,260 +525	+2%	+$16.4K	0.19%	50
2022 Q2	$735K	Buy	22,735 +2,909	+15%	+$98.6K	0.21%	50
2022 Q1	$728K	Buy	19,826 +12	+0.1%	+$461	0.19%	56
2021 Q4	$788K	Buy	19,814 +471	+2%	+$19.4K	0.19%	59
2021 Q3	$802K	Buy	19,343 +575	+3%	+$24.6K	0.21%	56
2021 Q2	$847K	Hold	18,768	–	–	0.22%	45
2021 Q1	$813K	Hold	18,768	–	–	0.2%	44
2020 Q4	$788K	Buy	18,768 +238	+1%	+$9.28K	0.22%	39
2020 Q3	$660K	Hold	18,530	–	–	0.22%	39
2020 Q2	$594K	Buy	18,530 +6	+0%	+$180	0.2%	40
2020 Q1	$507K	Buy	+18,524	New	+$612K	0.19%	44

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

Schneider Downs Wealth Management Advisors's ESGE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.9% in Q2 2026, buying an estimated $21.2K and bringing the position to 14,388 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #86.

Schneider Downs Wealth Management Advisors first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.12M in Q2 2024. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Schneider Downs Wealth Management Advisors held 14,388 shares of iShares ESG Aware MSCI EM ETF worth $787K as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 406 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $21.2K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #86 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
Schneider Downs Wealth Management Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.12M in Q2 2024.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.