Stifel Financial
ESGE icon

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

Stifel Financial’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 		$5.81M Buy
106,171
+32,070
+43% +$1.68M ﹤0.01% 1327
2026
Q1 		$3.37M Buy
74,101
+5,949
+9% +$281K ﹤0.01% 1593
2025
Q4 		$3.01M Buy
68,152
+1,007
+1% +$44.4K ﹤0.01% 1641
2025
Q3 		$2.92M Buy
67,145
+1,854
+3% +$75.6K ﹤0.01% 1623
2025
Q2 		$2.56M Buy
65,291
+2,315
+4% +$83.8K ﹤0.01% 1665
2025
Q1 		$2.2M Sell
62,976
-3,528
-5% -$123K ﹤0.01% 1700
2024
Q4 		$2.22M Buy
66,504
+3,599
+6% +$127K ﹤0.01% 1702
2024
Q3 		$2.29M Buy
62,905
+5,873
+10% +$201K ﹤0.01% 1686
2024
Q2 		$1.91M Sell
57,032
-117
-0.2% -$3.85K ﹤0.01% 1753
2024
Q1 		$1.84M Buy
57,149
+8,009
+16% +$252K ﹤0.01% 1777
2023
Q4 		$1.58M Sell
49,140
-47,652
-49% -$1.47M ﹤0.01% 1830
2023
Q3 		$2.93M Buy
96,792
+9,539
+11% +$302K ﹤0.01% 1345
2023
Q2 		$2.76M Sell
87,253
-2,022
-2% -$63.4K ﹤0.01% 1409
2023
Q1 		$2.81M Buy
89,275
+30,667
+52% +$972K ﹤0.01% 1355
2022
Q4 		$1.76M Sell
58,608
-43,445
-43% -$1.27M ﹤0.01% 1611
2022
Q3 		$2.82M Sell
102,053
-2,069
-2% -$64.5K ﹤0.01% 1239
2022
Q2 		$3.36M Sell
104,122
-237,401
-70% -$8.05M 0.01% 1173
2022
Q1 		$12.5M Buy
341,523
+90,279
+36% +$3.47M 0.02% 631
2021
Q4 		$9.99M Sell
251,244
-17,134
-6% -$706K 0.01% 746
2021
Q3 		$11.1M Sell
268,378
-62,508
-19% -$2.67M 0.02% 682
2021
Q2 		$14.9M Buy
330,886
+54,256
+20% +$2.4M 0.02% 559
2021
Q1 		$12M Sell
276,630
-4,962
-2% -$221K 0.02% 604
2020
Q4 		$11.8M Buy
281,592
+93,853
+50% +$3.66M 0.02% 550
2020
Q3 		$6.68M Buy
187,739
+30,327
+19% +$1.07M 0.01% 667
2020
Q2 		$5.05M Buy
157,412
+129,249
+459% +$3.88M 0.01% 722
2020
Q1 		$771K Buy
+28,163
New +$930K ﹤0.01% 1593

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

Stifel Financial's ESGE Position: Q2 2026 in Review

Stifel Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 43% in Q2 2026, buying an estimated $1.68M and bringing the position to 106,171 shares worth $5.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Stifel Financial first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.9M in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Stifel Financial held 106,171 shares of iShares ESG Aware MSCI EM ETF worth $5.81M as of Q2 2026.
  • Stifel Financial bought 32,070 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.68M.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1327 holding.
  • Stifel Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's iShares ESG Aware MSCI EM ETF position peaked at $14.9M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.