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

Traveka Wealth’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 		$269K Sell
4,915
-321
-6% -$16.8K 0.09% 147
2026
Q1 		$238K Sell
5,236
-164
-3% -$7.75K 0.09% 157
2025
Q4 		$239K Buy
+5,400
New +$238K 0.1% 157

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Traveka Wealth's ESGE Position: Q2 2026 in Review

Traveka Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.1% in Q2 2026, selling an estimated $16.8K and leaving 4,915 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #147.

Traveka Wealth first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Traveka Wealth held 4,915 shares of iShares ESG Aware MSCI EM ETF worth $269K as of Q2 2026.
  • Traveka Wealth sold 321 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $16.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Traveka Wealth's portfolio in Q2 2026, its #147 holding.
  • Traveka Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.