Topel & Distasi Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Topel & Distasi Wealth 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	$361K	Sell	6,607 -568	-8%	-$29.7K	0.17%	48
2026 Q1	$326K	Sell	7,175 -1,392	-16%	-$65.8K	0.17%	50
2025 Q4	$378K	Sell	8,567 -346	-4%	-$15.3K	0.18%	51
2025 Q3	$387K	Buy	8,913 +24	+0.3%	+$979	0.19%	51
2025 Q2	$348K	Buy	8,889 +180	+2%	+$6.52K	0.18%	50
2025 Q1	$304K	Buy	8,709 +1,970	+29%	+$68.6K	0.14%	66
2024 Q4	$225K	Sell	6,739 -42	-0.6%	-$1.48K	0.1%	73
2024 Q3	$247K	Buy	6,781 +84	+1%	+$2.87K	0.1%	72
2024 Q2	$225K	Sell	6,697 -24	-0.4%	-$791	0.1%	74
2024 Q1	$217K	Buy	+6,721	New	+$212K	0.1%	73

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

Topel & Distasi Wealth Management's ESGE Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.9% in Q2 2026, selling an estimated $29.7K and leaving 6,607 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #48.

Topel & Distasi Wealth Management first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $387K in Q3 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Topel & Distasi Wealth Management held 6,607 shares of iShares ESG Aware MSCI EM ETF worth $361K as of Q2 2026.
Topel & Distasi Wealth Management sold 568 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $29.7K.
iShares ESG Aware MSCI EM ETF made up 0.17% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #48 holding.
Topel & Distasi Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
Topel & Distasi Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $387K in Q3 2025.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.