Sigma Investment Counselors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sigma Investment Counselors’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	$439K	Buy	8,024 +150	+2%	+$7.84K	0.02%	143
2026 Q1	$358K	Buy	7,874 +300	+4%	+$14.2K	0.02%	150
2025 Q4	$335K	Hold	7,574	–	–	0.02%	159
2025 Q3	$329K	Hold	7,574	–	–	0.02%	160
2025 Q2	$297K	Hold	7,574	–	–	0.02%	167
2025 Q1	$265K	Buy	7,574 +240	+3%	+$8.36K	0.02%	167
2024 Q4	$245K	Hold	7,334	–	–	0.01%	179
2024 Q3	$267K	Hold	7,334	–	–	0.02%	172
2024 Q2	$246K	Hold	7,334	–	–	0.02%	173
2024 Q1	$236K	Hold	7,334	–	–	0.02%	179
2023 Q4	$235K	Hold	7,334	–	–	0.02%	178
2023 Q3	$222K	Hold	7,334	–	–	0.02%	179
2023 Q2	$232K	Hold	7,334	–	–	0.02%	177
2023 Q1	$231K	Hold	7,334	–	–	0.02%	176
2022 Q4	$221K	Hold	7,334	–	–	0.02%	176
2022 Q3	$203K	Hold	7,334	–	–	0.02%	177
2022 Q2	$237K	Hold	7,334	–	–	0.02%	162
2022 Q1	$269K	Hold	7,334	–	–	0.02%	160
2021 Q4	$292K	Hold	7,334	–	–	0.02%	161
2021 Q3	$304K	Hold	7,334	–	–	0.02%	152
2021 Q2	$331K	Hold	7,334	–	–	0.02%	145
2021 Q1	$318K	Hold	7,334	–	–	0.03%	145
2020 Q4	$308K	Buy	+7,334	New	+$286K	0.03%	144
2020 Q3	–	Sell	-6,530	Closed	-$209K	–	134
2020 Q2	$209K	Buy	+6,530	New	+$196K	0.02%	147

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

Sigma Investment Counselors's ESGE Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.9% in Q2 2026, buying an estimated $7.84K and bringing the position to 8,024 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #143.

Sigma Investment Counselors first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Sigma Investment Counselors held 8,024 shares of iShares ESG Aware MSCI EM ETF worth $439K as of Q2 2026.
Sigma Investment Counselors bought 150 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $7.84K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #143 holding.
Sigma Investment Counselors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.