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Summit Wealth Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Summit Wealth 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 		$718K Sell
13,120
-994
-7% -$51.9K 0.15% 63
2026
Q1 		$642K Sell
14,114
-613
-4% -$29K 0.15% 63
2025
Q4 		$650K Sell
14,727
-373
-2% -$16.4K 0.15% 61
2025
Q3 		$656K Sell
15,100
-1,001
-6% -$40.8K 0.16% 58
2025
Q2 		$631K Sell
16,101
-275
-2% -$9.96K 0.16% 55
2025
Q1 		$572K Buy
16,376
+768
+5% +$26.7K 0.17% 55
2024
Q4 		$521K Buy
15,608
+460
+3% +$16.2K 0.15% 56
2024
Q3 		$552K Buy
15,148
+474
+3% +$16.2K 0.16% 53
2024
Q2 		$492K Sell
14,674
-307
-2% -$10.1K 0.15% 53
2024
Q1 		$483K Buy
14,981
+353
+2% +$11.1K 0.33% 26
2023
Q4 		$469K Buy
14,628
+61
+0.4% +$1.88K 0.37% 24
2023
Q3 		$441K Buy
14,567
+124
+0.9% +$3.93K 0.39% 24
2023
Q2 		$457K Buy
14,443
+13,617
+1,649% +$427K 0.19% 47
2023
Q1 		$26K Sell
826
-25,301
-97% -$802K 0.62% 26
2022
Q4 		$786K Buy
26,127
+290
+1% +$8.5K 0.83% 20
2022
Q3 		$715K Buy
25,837
+2,910
+13% +$90.8K 0.84% 17
2022
Q2 		$741K Buy
22,927
+633
+3% +$21.5K 0.88% 16
2022
Q1 		$819K Buy
22,294
+2,946
+15% +$113K 0.86% 16
2021
Q4 		$769K Buy
19,348
+11,407
+144% +$470K 0.88% 18
2021
Q3 		$329K Buy
7,941
+2,308
+41% +$98.6K 0.52% 28
2021
Q2 		$254K Buy
5,633
+4,126
+274% +$183K 0.38% 20
2021
Q1 		$65K Buy
+1,507
New +$67K 0.1% 39

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

Summit Wealth Group's ESGE Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7% in Q2 2026, selling an estimated $51.9K and leaving 13,120 shares worth $718K. The position accounts for 0.15% of the portfolio, ranked #63.

Summit Wealth Group first reported a position in ESGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $819K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Summit Wealth Group held 13,120 shares of iShares ESG Aware MSCI EM ETF worth $718K as of Q2 2026.
  • Summit Wealth Group sold 994 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $51.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of Summit Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 22 quarters since.
  • Summit Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $819K in Q1 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.