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Sovereign Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sovereign Financial Group’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 		$211K Buy
+3,865
New +$202K 0.03% 355
2022
Q2 		– Sell
-9,613
Closed -$353K – 217
2022
Q1 		$353K Buy
9,613
+2,271
+31% +$87.2K 0.13% 155
2021
Q4 		$292K Buy
+7,342
New +$303K 0.12% 163

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

Sovereign Financial Group's ESGE Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,865 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in ESGE as recently as Q1 2022.

Sovereign Financial Group first reported a position in ESGE in Q4 2021 and has held it in 3 quarters since. The position peaked at $353K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Sovereign Financial Group held 3,865 shares of iShares ESG Aware MSCI EM ETF worth $211K as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Sovereign Financial Group position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #355 holding.
  • Sovereign Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 3 quarters since.
  • Sovereign Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $353K in Q1 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.