Steward Partners Investment Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Steward Partners Investment Advisory’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	$7M	Buy	127,903 +657	+0.5%	+$34.3K	0.04%	446
2026 Q1	$5.79M	Buy	127,246 +10,748	+9%	+$508K	0.03%	463
2025 Q4	$5.15M	Buy	116,498 +10,846	+10%	+$478K	0.03%	457
2025 Q3	$4.59M	Buy	105,652 +16,918	+19%	+$690K	0.03%	487
2025 Q2	$3.48M	Buy	88,734 +12,205	+16%	+$442K	0.03%	528
2025 Q1	$2.67M	Sell	76,529 -7,284	-9%	-$254K	0.02%	568
2024 Q4	$2.8M	Buy	83,813 +7,321	+10%	+$258K	0.02%	532
2024 Q3	$2.79M	Sell	76,492 -153	-0.2%	-$5.22K	0.03%	523
2024 Q2	$2.57M	Buy	76,645 +2,294	+3%	+$75.6K	0.03%	512
2024 Q1	$2.4M	Sell	74,351 -11,828	-14%	-$373K	0.03%	524
2023 Q4	$2.76M	Buy	86,179 +4,309	+5%	+$133K	0.04%	424
2023 Q3	$2.48M	Buy	81,870 +13,477	+20%	+$427K	0.04%	409
2023 Q2	$2.16M	Sell	68,393 -32,247	-32%	-$1.01M	0.03%	465
2023 Q1	$3.17M	Buy	100,640 +40,770	+68%	+$1.29M	0.05%	353
2022 Q4	$1.8M	Sell	59,870 -9,397	-14%	-$275K	0.03%	482
2022 Q3	$1.92M	Sell	69,267 -15,573	-18%	-$486K	0.04%	442
2022 Q2	$2.74M	Sell	84,840 -44,904	-35%	-$1.52M	0.05%	355
2022 Q1	$4.77M	Buy	129,744 +14,912	+13%	+$573K	0.07%	271
2021 Q4	$4.57M	Sell	114,832 -8,294	-7%	-$342K	0.07%	287
2021 Q3	$5.1M	Sell	123,126 -21,908	-15%	-$936K	0.09%	252
2021 Q2	$6.55M	Buy	145,034 +11,441	+9%	+$507K	0.11%	196
2021 Q1	$5.79M	Sell	133,593 -30,670	-19%	-$1.36M	0.1%	213
2020 Q4	$6.9M	Buy	164,263 +39,326	+31%	+$1.53M	0.15%	149
2020 Q3	$4.45M	Buy	124,937 +4,889	+4%	+$173K	0.11%	193
2020 Q2	$3.85M	Buy	120,048 +77,598	+183%	+$2.33M	0.11%	193
2020 Q1	$1.16M	Buy	42,450 +38,931	+1,106%	+$1.29M	0.04%	353
2019 Q4	$126K	Buy	3,519 +961	+38%	+$32.9K	﹤0.01%	1030
2019 Q3	$83K	Buy	2,558 +329	+15%	+$10.8K	﹤0.01%	1162
2019 Q2	$75K	Buy	+2,229	New	+$75.3K	﹤0.01%	1179
2018 Q4	–	Sell	-161	Closed	-$5K	–	1165
2018 Q3	$5K	Hold	161	–	–	﹤0.01%	2110
2018 Q2	$5K	Buy	+161	New	+$5.81K	﹤0.01%	1974

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

Steward Partners Investment Advisory's ESGE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.52% in Q2 2026, buying an estimated $34.3K and bringing the position to 127,903 shares worth $7M. The position accounts for 0.04% of the portfolio, ranked #446.

Steward Partners Investment Advisory first reported a position in ESGE in Q2 2018 and has held it in 31 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Steward Partners Investment Advisory held 127,903 shares of iShares ESG Aware MSCI EM ETF worth $7M as of Q2 2026.
Steward Partners Investment Advisory bought 657 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $34.3K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #446 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 31 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.