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

Tidemark’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	$4.43K	Hold	81	–	–	﹤0.01%	612
2026 Q1	$3.68K	Hold	81	–	–	﹤0.01%	589
2025 Q4	$3.58K	Hold	81	–	–	﹤0.01%	538
2025 Q3	$3.52K	Hold	81	–	–	﹤0.01%	557
2025 Q2	$3.17K	Hold	81	–	–	﹤0.01%	571
2025 Q1	$2.83K	Hold	81	–	–	﹤0.01%	595
2024 Q4	$2.71K	Hold	81	–	–	﹤0.01%	577
2024 Q3	$2.95K	Hold	81	–	–	﹤0.01%	531
2024 Q2	$2.72K	Buy	81 +1	+1%	+$33	﹤0.01%	515
2024 Q1	$2.58K	Buy	80 +13	+19%	+$410	﹤0.01%	582
2023 Q4	$2.15K	Buy	+67	New	+$2.07K	﹤0.01%	591

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

Tidemark's ESGE Position: Q2 2026 in Review

Tidemark held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 81 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Tidemark first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Tidemark held 81 shares of iShares ESG Aware MSCI EM ETF worth $4.43K as of Q2 2026.
Tidemark left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #612 holding.
Tidemark first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.