Tucker Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tucker Asset 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	$711	Hold	13	–	–	﹤0.01%	417
2026 Q1	$591	Hold	13	–	–	﹤0.01%	366
2025 Q4	$574	Buy	+13	New	+$573	﹤0.01%	981
2025 Q3	–	Sell	-13	Closed	-$509	–	318
2025 Q2	$509	Buy	+13	New	+$471	﹤0.01%	290
2025 Q1	–	Sell	-83	Closed	-$2.77K	–	498
2024 Q4	$2.77K	Sell	83 -7	-8%	-$247	﹤0.01%	1145
2024 Q3	$3.28K	Sell	90 -28	-24%	-$956	﹤0.01%	1043
2024 Q2	$3.96K	Sell	118 -13	-10%	-$428	﹤0.01%	1139
2024 Q1	$4.22K	Hold	131	–	–	﹤0.01%	1137
2023 Q4	$4.2K	Hold	131	–	–	﹤0.01%	948
2023 Q3	$3.97K	Hold	131	–	–	﹤0.01%	883
2023 Q2	$4.14K	Hold	131	–	–	﹤0.01%	716
2023 Q1	$4.12K	Sell	131 -8	-6%	-$254	﹤0.01%	747
2022 Q4	$4.24K	Buy	139 +26	+23%	+$762	﹤0.01%	467
2022 Q3	$3.08K	Sell	113 -274	-71%	-$8.55K	﹤0.01%	508
2022 Q2	$12.5K	Sell	387 -325	-46%	-$11K	﹤0.01%	223
2022 Q1	$26.2K	Buy	712 +607	+578%	+$23.3K	0.01%	128
2021 Q4	$4.18K	Hold	105	–	–	﹤0.01%	323
2021 Q3	$4.4K	Hold	105	–	–	﹤0.01%	259
2021 Q2	$4.74K	Hold	105	–	–	﹤0.01%	238
2021 Q1	$4.55K	Buy	105 +70	+200%	+$3.11K	﹤0.01%	231
2020 Q4	$1.47K	Buy	+35	New	+$1.36K	﹤0.01%	287

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

Tucker Asset Management's ESGE Position: Q2 2026 in Review

Tucker Asset Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 13 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Tucker Asset Management first reported a position in ESGE in Q4 2020 and has held it in 21 quarters since. The position peaked at $26.2K in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Tucker Asset Management held 13 shares of iShares ESG Aware MSCI EM ETF worth $711 as of Q2 2026.
Tucker Asset Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #417 holding.
Tucker Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $26.2K in Q1 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.