Silver Oak Wealth Advisors Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Silver Oak Wealth Advisors Services’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	$1.71M	Buy	31,278 +122	+0.4%	+$6.38K	1.02%	16
2026 Q1	$1.42M	Sell	31,156 -306	-1%	-$14.5K	0.92%	17
2025 Q4	$1.39M	Buy	31,462 +281	+0.9%	+$12.4K	0.9%	17
2025 Q3	$1.35M	Hold	31,181	–	–	0.89%	17
2025 Q2	$1.22M	Sell	31,181 -905	-3%	-$32.8K	0.88%	18
2025 Q1	$1.12M	Hold	32,086	–	–	1%	17
2024 Q4	$1.07M	Buy	+32,086	New	+$1.13M	0.93%	19

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

Silver Oak Wealth Advisors Services's ESGE Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.39% in Q2 2026, buying an estimated $6.38K and bringing the position to 31,278 shares worth $1.71M. The position accounts for 1.02% of the portfolio, ranked #16.

Silver Oak Wealth Advisors Services first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Silver Oak Wealth Advisors Services held 31,278 shares of iShares ESG Aware MSCI EM ETF worth $1.71M as of Q2 2026.
Silver Oak Wealth Advisors Services bought 122 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $6.38K.
iShares ESG Aware MSCI EM ETF made up 1.02% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #16 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.