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Tortoise Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tortoise Investment 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 		$703K Sell
12,859
-1,013
-7% -$52.9K 0.05% 147
2026
Q1 		$631K Buy
13,872
+260
+2% +$12.3K 0.05% 142
2025
Q4 		$601K Buy
13,612
+3,010
+28% +$133K 0.05% 143
2025
Q3 		$460K Buy
10,602
+2,223
+27% +$90.7K 0.04% 158
2025
Q2 		$328K Buy
8,379
+30
+0.4% +$1.09K 0.03% 172
2025
Q1 		$292K Hold
8,349
– – 0.03% 173
2024
Q4 		$279K Sell
8,349
-60
-0.7% -$2.12K 0.03% 193
2024
Q3 		$306K Hold
8,409
– – 0.03% 187
2024
Q2 		$282K Buy
8,409
+1,510
+22% +$49.7K 0.03% 184
2024
Q1 		$222K Buy
6,899
+347
+5% +$10.9K 0.03% 200
2023
Q4 		$210K Buy
6,552
+445
+7% +$13.7K 0.03% 201
2023
Q3 		$185K Buy
6,107
+7
+0.1% +$222 0.03% 200
2023
Q2 		$193K Buy
6,100
+16
+0.3% +$502 0.03% 199
2023
Q1 		$192K Buy
6,084
+309
+5% +$9.79K 0.03% 193
2022
Q4 		$174K Buy
5,775
+872
+18% +$25.6K 0.03% 196
2022
Q3 		$136K Sell
4,903
-4,165
-46% -$130K 0.03% 215
2022
Q2 		$293K Buy
9,068
+3,510
+63% +$119K 0.06% 147
2022
Q1 		$204K Buy
5,558
+1,708
+44% +$65.6K 0.04% 177
2021
Q4 		$153K Hold
3,850
– – 0.03% 184
2021
Q3 		$160K Buy
3,850
+3,745
+3,567% +$160K 0.03% 174
2021
Q2 		$5K Buy
105
+5
+5% +$221 ﹤0.01% 511
2021
Q1 		$4K Sell
100
-5
-5% -$222 ﹤0.01% 515
2020
Q4 		$4K Hold
105
– – ﹤0.01% 479
2020
Q3 		$4K Buy
+105
New +$3.72K ﹤0.01% 449

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Tortoise Investment Management's ESGE Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.3% in Q2 2026, selling an estimated $52.9K and leaving 12,859 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #147.

Tortoise Investment Management first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Tortoise Investment Management held 12,859 shares of iShares ESG Aware MSCI EM ETF worth $703K as of Q2 2026.
  • Tortoise Investment Management sold 1,013 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $52.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Tortoise Investment Management's portfolio in Q2 2026, its #147 holding.
  • Tortoise Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.