Twin Peaks Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Twin Peaks Wealth 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	–	Sell	-1,754	Closed	-$79.7K	–	843
2026 Q1	$79.7K	Buy	+1,754	New	+$82.9K	0.02%	328
2025 Q3	–	Sell	-1,682	Closed	-$68.2K	–	765
2025 Q2	$68.2K	Buy	+1,682	New	+$60.9K	0.02%	290

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

Twin Peaks Wealth Advisors's ESGE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 1,754 shares — an estimated $79.7K sold.

Twin Peaks Wealth Advisors first reported a position in ESGE in Q2 2025 and held it in 2 quarters. The position peaked at $79.7K in Q1 2026. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,754 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $79.7K.
Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $79.7K in Q1 2026.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.