SM
ESGE icon

Sweeney & Michel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sweeney & Michel’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 		$220K Sell
4,175
-425
-9% -$22.2K 0.06% 156
2026
Q1 		$225K Hold
4,600
– – 0.07% 137
2025
Q4 		$228K Buy
+4,600
New +$203K 0.07% 137

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 22.9% 1-Year Est. Return

Sweeney & Michel's ESGE Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.2% in Q2 2026, selling an estimated $22.2K and leaving 4,175 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #156.

Sweeney & Michel first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Sweeney & Michel held 4,175 shares of iShares ESG Aware MSCI EM ETF worth $220K as of Q2 2026.
  • Sweeney & Michel sold 425 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $22.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #156 holding.
  • Sweeney & Michel first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • Sweeney & Michel's iShares ESG Aware MSCI EM ETF position peaked at $228K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.