Tradewinds Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tradewinds Capital 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	$11.7K	Buy	214 +6	+3%	+$314	﹤0.01%	386
2026 Q1	$9.46K	Sell	208 -19	-8%	-$898	﹤0.01%	399
2025 Q4	$10K	Hold	227	–	–	﹤0.01%	384
2025 Q3	$9.86K	Hold	227	–	–	﹤0.01%	371
2025 Q2	$8.89K	Buy	227 +11	+5%	+$398	﹤0.01%	363
2025 Q1	$7.55K	Buy	216 +7	+3%	+$244	﹤0.01%	384
2024 Q4	$6.98K	Buy	209 +59	+39%	+$2.08K	﹤0.01%	407
2024 Q3	$5.46K	Buy	150 +1	+0.7%	+$34	﹤0.01%	400
2024 Q2	$5K	Buy	+149	New	+$4.91K	﹤0.01%	385

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

Tradewinds Capital Management's ESGE Position: Q2 2026 in Review

Tradewinds Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.9% in Q2 2026, buying an estimated $314 and bringing the position to 214 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Tradewinds Capital Management first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Tradewinds Capital Management held 214 shares of iShares ESG Aware MSCI EM ETF worth $11.7K as of Q2 2026.
Tradewinds Capital Management bought 6 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $314.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #386 holding.
Tradewinds Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.