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

True Link 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	$252K	Sell	4,605 -430	-9%	-$22.5K	0.01%	89
2026 Q1	$229K	Buy	5,035 +130	+3%	+$6.15K	0.01%	89
2025 Q4	$217K	Sell	4,905 -250	-5%	-$11K	0.01%	109
2025 Q3	$224K	Sell	5,155 -892	-15%	-$36.4K	0.01%	83
2025 Q2	$237K	Buy	+6,047	New	+$219K	0.02%	81
2023 Q4	–	Sell	-24,135	Closed	-$731K	–	67
2023 Q3	$731K	Buy	24,135 +1,723	+8%	+$54.6K	0.09%	66
2023 Q2	$709K	Hold	22,412	–	–	0.09%	67
2023 Q1	$706K	Hold	22,412	–	–	0.09%	70
2022 Q4	$674K	Sell	22,412 -17,860	-44%	-$523K	0.09%	66
2022 Q3	$1.11M	Sell	40,272 -224,846	-85%	-$7.01M	0.16%	51
2022 Q2	$8.57M	Sell	265,118 -58,663	-18%	-$1.99M	1.3%	15
2022 Q1	$11.9M	Sell	323,781 -42,988	-12%	-$1.65M	1.72%	12
2021 Q4	$14.6M	Buy	366,769 +32,678	+10%	+$1.35M	1.95%	10
2021 Q3	$13.8M	Buy	334,091 +11,807	+4%	+$505K	1.9%	10
2021 Q2	$14.6M	Sell	322,284 -25,928	-7%	-$1.15M	2.13%	10
2021 Q1	$15.1M	Buy	348,212 +13,971	+4%	+$621K	2.19%	10
2020 Q4	$14M	Buy	+334,241	New	+$13M	2.2%	10

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

True Link Financial Advisors's ESGE Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.5% in Q2 2026, selling an estimated $22.5K and leaving 4,605 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #89.

True Link Financial Advisors first reported a position in ESGE in Q4 2020 and has held it in 17 quarters since. The position peaked at $15.1M in Q1 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

True Link Financial Advisors held 4,605 shares of iShares ESG Aware MSCI EM ETF worth $252K as of Q2 2026.
True Link Financial Advisors sold 430 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $22.5K.
iShares ESG Aware MSCI EM ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #89 holding.
True Link Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 17 quarters since.
True Link Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $15.1M in Q1 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.