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Signature Estate & Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Signature Estate & Investment Advisors’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 		$558K Buy
10,196
+110
+1% +$5.75K 0.01% 405
2026
Q1 		$459K Buy
10,086
+652
+7% +$30.8K 0.01% 435
2025
Q4 		$417K Buy
9,434
+143
+2% +$6.3K 0.01% 425
2025
Q3 		$403K Buy
9,291
+15
+0.2% +$612 0.01% 422
2025
Q2 		$363K Sell
9,276
-682
-7% -$24.7K 0.01% 415
2025
Q1 		$348K Buy
9,958
+177
+2% +$6.16K 0.01% 410
2024
Q4 		$327K Buy
9,781
+16
+0.2% +$565 0.01% 404
2024
Q3 		$356K Sell
9,765
-2,024
-17% -$69.1K 0.01% 379
2024
Q2 		$395K Buy
11,789
+4,980
+73% +$164K 0.01% 335
2024
Q1 		$219K Buy
+6,809
New +$215K 0.01% 165
2022
Q2 		– Sell
-5,828
Closed -$214K – 175
2022
Q1 		$214K Buy
5,828
+342
+6% +$13.1K 0.01% 156
2021
Q4 		$218K Buy
5,486
+445
+9% +$18.3K 0.01% 157
2021
Q3 		$209K Buy
+5,041
New +$215K 0.01% 157

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

Signature Estate & Investment Advisors's ESGE Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.1% in Q2 2026, buying an estimated $5.75K and bringing the position to 10,196 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #405.

Signature Estate & Investment Advisors first reported a position in ESGE in Q3 2021 and has held it in 13 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Signature Estate & Investment Advisors held 10,196 shares of iShares ESG Aware MSCI EM ETF worth $558K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 110 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.75K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #405 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 13 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.