SHJ
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Sharkey, Howes & Javer’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sharkey, Howes & Javer’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 		$1.6M Sell
29,321
-8,004
-21% -$418K 0.19% 63
2026
Q1 		$1.7M Sell
37,325
-3,325
-8% -$157K 0.23% 61
2025
Q4 		$1.8M Buy
40,650
+7,027
+21% +$310K 0.23% 63
2025
Q3 		$1.46M Buy
33,623
+2,208
+7% +$90.1K 0.19% 65
2025
Q2 		$1.23M Buy
31,415
+2,689
+9% +$97.4K 0.17% 85
2025
Q1 		$1M Sell
28,726
-2,060
-7% -$71.7K 0.14% 87
2024
Q4 		$1.03M Buy
30,786
+709
+2% +$25K 0.14% 84
2024
Q3 		$1.1M Sell
30,077
-505
-2% -$17.2K 0.16% 80
2024
Q2 		$1.03M Buy
30,582
+9,469
+45% +$312K 0.17% 68
2024
Q1 		$680K Buy
21,113
+783
+4% +$24.7K 0.11% 80
2023
Q4 		$652K Sell
20,330
-3,343
-14% -$103K 0.12% 75
2023
Q3 		$717K Sell
23,673
-7,107
-23% -$225K 0.14% 68
2023
Q2 		$974K Buy
30,780
+298
+1% +$9.35K 0.18% 62
2023
Q1 		$960K Sell
30,482
-3,176
-9% -$101K 0.21% 58
2022
Q4 		$1.01M Buy
33,658
+1,678
+5% +$49.2K 0.23% 56
2022
Q3 		$885K Buy
31,980
+1,007
+3% +$31.4K 0.19% 59
2022
Q2 		$1M Sell
30,973
-250,134
-89% -$8.48M 0.24% 48
2022
Q1 		$10.3M Buy
281,107
+62,576
+29% +$2.4M 2.36% 10
2021
Q4 		$8.69M Sell
218,531
-20,763
-9% -$856K 1.96% 15
2021
Q3 		$9.92M Sell
239,294
-94,450
-28% -$4.04M 2.56% 12
2021
Q2 		$15.1M Buy
333,744
+66,661
+25% +$2.95M 4% 7
2021
Q1 		$11.6M Buy
267,083
+2,339
+0.9% +$104K 3.62% 9
2020
Q4 		$11.1M Buy
264,744
+66,445
+34% +$2.59M 3.71% 7
2020
Q3 		$7.06M Buy
198,299
+23,464
+13% +$831K 2.68% 13
2020
Q2 		$5.61M Buy
174,835
+56,385
+48% +$1.69M 2.48% 13
2020
Q1 		$3.24M Buy
+118,450
New +$3.91M 1.69% 17

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 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's ESGE Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 21% in Q2 2026, selling an estimated $418K and leaving 29,321 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #63.

Sharkey, Howes & Javer first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.1M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Sharkey, Howes & Javer held 29,321 shares of iShares ESG Aware MSCI EM ETF worth $1.6M as of Q2 2026.
  • Sharkey, Howes & Javer sold 8,004 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $418K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #63 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Aware MSCI EM ETF position peaked at $15.1M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.