Shared Vision Wealth Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Shared Vision Wealth Group’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	$203K	Buy	+3,709	New	+$194K	0.07%	114

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

Shared Vision Wealth Group's ESGE Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,709 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Shared Vision Wealth Group held 3,709 shares of iShares ESG Aware MSCI EM ETF worth $203K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Shared Vision Wealth Group position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #114 holding.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.