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Shepherd Financial Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Shepherd Financial Partners’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 		$774K Sell
14,159
-1,371
-9% -$71.6K 0.06% 138
2026
Q1 		$706K Buy
15,530
+289
+2% +$13.7K 0.07% 133
2025
Q4 		$673K Sell
15,241
-1,877
-11% -$82.8K 0.06% 140
2025
Q3 		$743K Buy
17,118
+1,147
+7% +$46.8K 0.07% 128
2025
Q2 		$626K Sell
15,971
-217
-1% -$7.86K 0.07% 135
2025
Q1 		$566K Sell
16,188
-1,679
-9% -$58.5K 0.07% 143
2024
Q4 		$597K Buy
17,867
+161
+0.9% +$5.68K 0.07% 131
2024
Q3 		$645K Sell
17,706
-1,317
-7% -$45K 0.08% 127
2024
Q2 		$638K Sell
19,023
-190
-1% -$6.26K 0.08% 130
2024
Q1 		$619K Buy
19,213
+4,391
+30% +$138K 0.08% 134
2023
Q4 		$475K Buy
14,822
+144
+1% +$4.44K 0.07% 143
2023
Q3 		$444K Sell
14,678
-100
-0.7% -$3.17K 0.07% 139
2023
Q2 		$467K Sell
14,778
-385
-3% -$12.1K 0.07% 132
2023
Q1 		$477K Sell
15,163
-376
-2% -$11.9K 0.08% 130
2022
Q4 		$467K Buy
+15,539
New +$455K 0.08% 125

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

Shepherd Financial Partners's ESGE Position: Q2 2026 in Review

Shepherd Financial Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.8% in Q2 2026, selling an estimated $71.6K and leaving 14,159 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #138.

Shepherd Financial Partners first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Shepherd Financial Partners held 14,159 shares of iShares ESG Aware MSCI EM ETF worth $774K as of Q2 2026.
  • Shepherd Financial Partners sold 1,371 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $71.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Shepherd Financial Partners's portfolio in Q2 2026, its #138 holding.
  • Shepherd Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.