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Shotwell Rutter Baer’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Shotwell Rutter Baer’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 		$649K Sell
11,873
-549
-4% -$28.7K 0.36% 23
2026
Q1 		$565K Sell
12,422
-224
-2% -$10.6K 0.33% 25
2025
Q4 		$580K Buy
12,646
+9
+0.1% +$397 0.35% 26
2025
Q3 		$560K Buy
12,637
+135
+1% +$5.51K 0.36% 27
2025
Q2 		$495K Buy
12,502
+127
+1% +$4.6K 0.34% 27
2025
Q1 		$402K Buy
12,375
+588
+5% +$20.5K 0.36% 29
2024
Q4 		$388K Buy
11,787
+347
+3% +$12.2K 0.33% 29
2024
Q3 		$427K Buy
11,440
+765
+7% +$26.1K 0.35% 29
2024
Q2 		$369K Sell
10,675
-570
-5% -$18.8K 0.33% 29
2024
Q1 		$370K Buy
11,245
+106
+1% +$3.34K 0.75% 15
2023
Q4 		$348K Buy
+11,139
New +$344K 0.33% 30

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

Shotwell Rutter Baer's ESGE Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.4% in Q2 2026, selling an estimated $28.7K and leaving 11,873 shares worth $649K. The position accounts for 0.36% of the portfolio, ranked #23.

Shotwell Rutter Baer first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Shotwell Rutter Baer held 11,873 shares of iShares ESG Aware MSCI EM ETF worth $649K as of Q2 2026.
  • Shotwell Rutter Baer sold 549 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $28.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.36% of Shotwell Rutter Baer's portfolio in Q2 2026, its #23 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.