Truist Financial
ESGE icon

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

Truist Financial’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 		$11.3M Buy
205,792
+37,668
+22% +$1.97M 0.01% 605
2026
Q1 		$7.64M Buy
168,124
+84,655
+101% +$4M 0.01% 692
2025
Q4 		$3.69M Sell
83,469
-3,848
-4% -$170K ﹤0.01% 982
2025
Q3 		$3.79M Buy
87,317
+10,472
+14% +$427K 0.01% 1022
2025
Q2 		$3.01M Buy
76,845
+7,345
+11% +$266K ﹤0.01% 1097
2025
Q1 		$2.43M Buy
69,500
+37,695
+119% +$1.31M ﹤0.01% 1132
2024
Q4 		$1.06M Buy
31,805
+13,211
+71% +$466K ﹤0.01% 1524
2024
Q3 		$677K Sell
18,594
-4,393
-19% -$150K ﹤0.01% 1714
2024
Q2 		$771K Sell
22,987
-411
-2% -$13.5K ﹤0.01% 1737
2024
Q1 		$754K Sell
23,398
-10,944
-32% -$345K ﹤0.01% 1750
2023
Q4 		$1.1M Sell
34,342
-8
-0% -$247 ﹤0.01% 1546
2023
Q3 		$1.04M Sell
34,350
-127
-0.4% -$4.02K ﹤0.01% 1547
2023
Q2 		$1.09M Buy
34,477
+1,379
+4% +$43.3K ﹤0.01% 1549
2023
Q1 		$1.04M Sell
33,098
-5,668
-15% -$180K ﹤0.01% 1534
2022
Q4 		$1.17M Sell
38,766
-101,703
-72% -$2.98M ﹤0.01% 1485
2022
Q3 		$3.89M Buy
140,469
+1,896
+1% +$59.1K 0.01% 874
2022
Q2 		$4.48M Sell
138,573
-28,686
-17% -$973K 0.01% 844
2022
Q1 		$6.14M Sell
167,259
-106,279
-39% -$4.08M 0.01% 813
2021
Q4 		$10.9M Sell
273,538
-98,408
-26% -$4.06M 0.02% 615
2021
Q3 		$15.4M Sell
371,946
-4,311
-1% -$184K 0.03% 489
2021
Q2 		$17M Buy
376,257
+76,786
+26% +$3.4M 0.03% 485
2021
Q1 		$13M Buy
299,471
+93,985
+46% +$4.18M 0.02% 535
2020
Q4 		$8.63M Buy
205,486
+104,665
+104% +$4.08M 0.02% 640
2020
Q3 		$3.59M Buy
100,821
+26,151
+35% +$926K 0.01% 844
2020
Q2 		$2.4M Sell
74,670
-16,966
-19% -$510K 0.01% 958
2020
Q1 		$2.51M Buy
91,636
+49,805
+119% +$1.64M 0.01% 885
2019
Q4 		$1.5M Buy
+41,831
New +$1.43M ﹤0.01% 1263

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

Truist Financial's ESGE Position: Q2 2026 in Review

Truist Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q2 2026, buying an estimated $1.97M and bringing the position to 205,792 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #605.

Truist Financial first reported a position in ESGE in Q4 2019 and has held it in 27 quarters since. The position peaked at $17M in Q2 2021. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Truist Financial held 205,792 shares of iShares ESG Aware MSCI EM ETF worth $11.3M as of Q2 2026.
  • Truist Financial bought 37,668 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.97M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #605 holding.
  • Truist Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares ESG Aware MSCI EM ETF position peaked at $17M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.