TS Financial Group (TSFG)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TS Financial Group (TSFG)’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	$120K	Buy	+2,200	New	+$115K	0.02%	254
2021 Q1	–	Sell	-435	Closed	-$18K	–	802
2020 Q4	$18K	Buy	435 +101	+30%	+$3.94K	0.01%	390
2020 Q3	$12K	Hold	334	–	–	0.01%	404
2020 Q2	$11K	Buy	334 +99	+42%	+$2.97K	0.01%	407
2020 Q1	$6K	Buy	+235	New	+$7.76K	0.01%	446

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

TS Financial Group (TSFG)'s ESGE Position: Q2 2026 in Review

TS Financial Group (TSFG) opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 2,200 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: TS Financial Group (TSFG) previously reported a position in ESGE as recently as Q4 2020.

TS Financial Group (TSFG) first reported a position in ESGE in Q1 2020 and has held it in 5 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

TS Financial Group (TSFG) held 2,200 shares of iShares ESG Aware MSCI EM ETF worth $120K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new TS Financial Group (TSFG) position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #254 holding.
TS Financial Group (TSFG) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 5 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.