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

TriaGen 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 		$642K Sell
11,737
-62
-0.5% -$3.24K 0.16% 114
2026
Q1 		$537K Hold
11,799
– – 0.15% 112
2025
Q4 		$521K Hold
11,799
– – 0.13% 118
2025
Q3 		$512K Buy
11,799
+36
+0.3% +$1.47K 0.13% 121
2025
Q2 		$461K Buy
11,763
+21
+0.2% +$760 0.14% 122
2025
Q1 		$410K Sell
11,742
-1,599
-12% -$55.7K 0.14% 119
2024
Q4 		$445K Sell
13,341
-509
-4% -$18K 0.15% 110
2024
Q3 		$504K Sell
13,850
-1,089
-7% -$37.2K 0.17% 109
2024
Q2 		$501K Hold
14,939
– – 0.19% 99
2024
Q1 		$481K Sell
14,939
-257
-2% -$8.1K 0.2% 99
2023
Q4 		$487K Sell
15,196
-1,616
-10% -$49.8K 0.23% 93
2023
Q3 		$509K Sell
16,812
-300
-2% -$9.5K 0.26% 89
2023
Q2 		$541K Buy
17,112
+448
+3% +$14.1K 0.25% 94
2023
Q1 		$525K Sell
16,664
-1,271
-7% -$40.3K 0.26% 93
2022
Q4 		$539K Sell
17,935
-5,673
-24% -$166K 0.3% 87
2022
Q3 		$653K Sell
23,608
-10,824
-31% -$338K 0.36% 72
2022
Q2 		$1.11M Buy
34,432
+687
+2% +$23.3K 0.79% 35
2022
Q1 		$1.24M Sell
33,745
-809
-2% -$31.1K 0.64% 57
2021
Q4 		$1.37M Sell
34,554
-390
-1% -$16.1K 0.68% 56
2021
Q3 		$1.45M Buy
34,944
+97
+0.3% +$4.15K 0.79% 49
2021
Q2 		$1.47M Buy
34,847
+1,096
+3% +$48.5K 0.76% 49
2021
Q1 		$1.46M Buy
33,751
+1,085
+3% +$48.3K 0.84% 45
2020
Q4 		$1.37M Buy
+32,666
New +$1.27M 0.8% 45

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

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

TriaGen Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.53% in Q2 2026, selling an estimated $3.24K and leaving 11,737 shares worth $642K. The position accounts for 0.16% of the portfolio, ranked #114.

TriaGen Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q2 2021. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • TriaGen Wealth Management held 11,737 shares of iShares ESG Aware MSCI EM ETF worth $642K as of Q2 2026.
  • TriaGen Wealth Management sold 62 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.24K.
  • iShares ESG Aware MSCI EM ETF made up 0.16% of TriaGen Wealth Management's portfolio in Q2 2026, its #114 holding.
  • TriaGen Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.47M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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