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

SCS Capital Management’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	$398K	Sell	7,280 -241	-3%	-$12.6K	﹤0.01%	386
2026 Q1	$342K	Hold	7,521	–	–	﹤0.01%	397
2025 Q4	$332K	Buy	7,521 +105	+1%	+$4.63K	﹤0.01%	417
2025 Q3	$322K	Hold	7,416	–	–	﹤0.01%	441
2025 Q2	$290K	Buy	7,416 +61	+0.8%	+$2.21K	﹤0.01%	470
2025 Q1	$257K	Buy	+7,355	New	+$256K	﹤0.01%	454

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

SCS Capital Management's ESGE Position: Q2 2026 in Review

SCS Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.2% in Q2 2026, selling an estimated $12.6K and leaving 7,280 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

SCS Capital Management first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

SCS Capital Management held 7,280 shares of iShares ESG Aware MSCI EM ETF worth $398K as of Q2 2026.
SCS Capital Management sold 241 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $12.6K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #386 holding.
SCS Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.