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

Strategic Advisory Partners’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 		– Sell
-1,548
Closed -$70.4K – 54
2026
Q1 		$70.4K Buy
+1,548
New +$73.2K 0.06% 53

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

Strategic Advisory Partners's ESGE Position: Q2 2026 in Review

Strategic Advisory Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 1,548 shares — an estimated $70.4K sold.

Strategic Advisory Partners first reported a position in ESGE in Q1 2026 and held it in 1 quarter. The position peaked at $70.4K in Q1 2026. 632 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Strategic Advisory Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 1,548 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $70.4K.
  • Strategic Advisory Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's iShares ESG Aware MSCI EM ETF position peaked at $70.4K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.