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TPG Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TPG Financial Advisors’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 		– Sell
-4,705
Closed -$214K – 84
2026
Q1 		$214K Sell
4,705
-312
-6% -$14.8K 0.07% 72
2025
Q4 		$222K Buy
5,017
+293
+6% +$12.9K 0.07% 68
2025
Q3 		$205K Buy
+4,724
New +$193K 0.08% 64
2021
Q2 		– Sell
-5,669
Closed -$246K – 39
2021
Q1 		$246K Sell
5,669
-254
-4% -$11.3K 0.17% 37
2020
Q4 		$249K Buy
+5,923
New +$231K 0.18% 36

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 22.96% 1-Year Est. Return

TPG Financial Advisors's ESGE Position: Q2 2026 in Review

TPG Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 4,705 shares — an estimated $214K sold.

TPG Financial Advisors first reported a position in ESGE in Q4 2020 and held it in 5 quarters. The position peaked at $249K in Q4 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • TPG Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • TPG Financial Advisors sold 4,705 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $214K.
  • TPG Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 5 quarters.
  • TPG Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $249K in Q4 2020.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.