Tradition Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tradition 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	$237K	Sell	4,328 -83	-2%	-$4.34K	0.01%	462
2026 Q1	$201K	Buy	+4,411	New	+$209K	0.01%	479
2025 Q1	–	Sell	-12,242	Closed	-$409K	–	447
2024 Q4	$409K	Buy	12,242 +2,155	+21%	+$76K	0.04%	277
2024 Q3	$367K	Sell	10,087 -7	-0.1%	-$239	0.03%	292
2024 Q2	$338K	Buy	10,094 +2,310	+30%	+$76.1K	0.03%	291
2024 Q1	$251K	Sell	7,784 -14,056	-64%	-$443K	0.03%	332
2023 Q4	$1.87M	Buy	21,840 +1,495	+7%	+$46.1K	0.2%	96
2023 Q3	$1.56M	Sell	20,345 -14,352	-41%	-$454K	0.19%	97
2023 Q2	$3.02M	Sell	34,697 -1,259	-4%	-$39.5K	0.35%	65
2023 Q1	$2.85M	Sell	35,956 -50,992	-59%	-$1.62M	0.35%	64
2022 Q4	$7M	Sell	86,948 -22,851	-21%	-$670K	0.99%	27
2022 Q3	$8.29M	Sell	109,799 -190	-0.2%	-$5.93K	1.25%	22
2022 Q2	$8.82M	Buy	109,989 +51,949	+90%	+$1.76M	1.28%	19
2022 Q1	$2.13M	Buy	58,040 +12,863	+28%	+$494K	0.27%	78
2021 Q4	$1.8M	Sell	45,177 -8,767	-16%	-$361K	0.23%	93
2021 Q3	$2.23M	Sell	53,944 -24,859	-32%	-$1.06M	0.32%	78
2021 Q2	$3.56M	Buy	78,803 +2,270	+3%	+$101K	0.53%	51
2021 Q1	$3.31M	Sell	76,533 -5,005	-6%	-$223K	0.57%	56
2020 Q4	$3.42M	Buy	+81,538	New	+$3.18M	0.66%	45

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

Tradition Wealth Management's ESGE Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.9% in Q2 2026, selling an estimated $4.34K and leaving 4,328 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #462.

Tradition Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.82M in Q2 2022. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Tradition Wealth Management held 4,328 shares of iShares ESG Aware MSCI EM ETF worth $237K as of Q2 2026.
Tradition Wealth Management sold 83 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $4.34K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #462 holding.
Tradition Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 19 quarters since.
Tradition Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $8.82M in Q2 2022.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.