STALEY CAPITAL ADVISERS’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	$1.36M	Hold	30,000	–	–	0.06%	97
2025 Q4	$1.33M	Hold	30,000	–	–	0.05%	101
2025 Q3	$1.3M	Hold	30,000	–	–	0.05%	100
2025 Q2	$1.18M	Hold	30,000	–	–	0.05%	106
2025 Q1	$1.05M	Hold	30,000	–	–	0.05%	105
2024 Q4	$1M	Hold	30,000	–	–	0.04%	109
2024 Q3	$1.09M	Hold	30,000	–	–	0.05%	105
2024 Q2	$1.01M	Hold	30,000	–	–	0.05%	104
2024 Q1	$967K	Hold	30,000	–	–	0.05%	109
2023 Q4	$962K	Hold	30,000	–	–	0.05%	104
2023 Q3	$908K	Hold	30,000	–	–	0.05%	102
2023 Q2	$949K	Hold	30,000	–	–	0.05%	102
2023 Q1	$944K	Sell	30,000 -7,000	-19%	-$222K	0.05%	102
2022 Q4	$1.11M	Hold	37,000	–	–	0.07%	95
2022 Q3	$1.02M	Hold	37,000	–	–	0.07%	96
2022 Q2	$1.2M	Hold	37,000	–	–	0.07%	88
2022 Q1	$1.36M	Hold	37,000	–	–	0.07%	90
2021 Q4	$1.47M	Hold	37,000	–	–	0.07%	90
2021 Q3	$1.53M	Hold	37,000	–	–	0.08%	86
2021 Q2	$1.67M	Hold	37,000	–	–	0.09%	80
2021 Q1	$1.6M	Buy	+37,000	New	+$1.65M	0.09%	84

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

STALEY CAPITAL ADVISERS's ESGE Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 30,000 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #97.

STALEY CAPITAL ADVISERS first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.67M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

STALEY CAPITAL ADVISERS held 30,000 shares of iShares ESG Aware MSCI EM ETF worth $1.36M as of Q1 2026.
STALEY CAPITAL ADVISERS left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.06% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #97 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
STALEY CAPITAL ADVISERS's iShares ESG Aware MSCI EM ETF position peaked at $1.67M in Q2 2021.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.