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

Transamerica 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 		$147K Buy
2,690
+923
+52% +$48.2K 0.01% 483
2026
Q1 		$80.3K Buy
1,767
+615
+53% +$29.1K 0.01% 572
2025
Q4 		$50.9K Buy
1,152
+562
+95% +$24.8K ﹤0.01% 545
2025
Q3 		$25.6K Buy
+590
New +$24.1K ﹤0.01% 562

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

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

Transamerica Financial Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 52% in Q2 2026, buying an estimated $48.2K and bringing the position to 2,690 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #483.

Transamerica Financial Advisors first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Transamerica Financial Advisors held 2,690 shares of iShares ESG Aware MSCI EM ETF worth $147K as of Q2 2026.
  • Transamerica Financial Advisors bought 923 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $48.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #483 holding.
  • Transamerica Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.