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

TFC Financial Management’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	$187K	Buy	3,425 +93	+3%	+$4.86K	0.02%	149
2026 Q1	$152K	Hold	3,332	–	–	0.02%	152
2025 Q4	$147K	Buy	3,332 +2,568	+336%	+$113K	0.02%	160
2025 Q3	$33.2K	Hold	764	–	–	﹤0.01%	307
2025 Q2	$29.9K	Buy	764 +7	+0.9%	+$253	﹤0.01%	306
2025 Q1	$26.5K	Buy	+757	New	+$26.4K	﹤0.01%	301

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

TFC Financial Management's ESGE Position: Q2 2026 in Review

TFC Financial Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.8% in Q2 2026, buying an estimated $4.86K and bringing the position to 3,425 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #149.

TFC Financial Management first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

TFC Financial Management held 3,425 shares of iShares ESG Aware MSCI EM ETF worth $187K as of Q2 2026.
TFC Financial Management bought 93 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.86K.
iShares ESG Aware MSCI EM ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #149 holding.
TFC Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.