UBS Group
ESGE icon

UBS Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

UBS Group’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 		$70.2M Sell
1,283,116
-43,772
-3% -$2.29M 0.01% 1427
2026
Q1 		$60.3M Buy
1,326,888
+48,703
+4% +$2.3M 0.01% 1455
2025
Q4 		$56.5M Sell
1,278,185
-49,788
-4% -$2.2M 0.01% 1493
2025
Q3 		$57.7M Sell
1,327,973
-98,541
-7% -$4.02M 0.01% 1479
2025
Q2 		$55.9M Sell
1,426,514
-15,989
-1% -$579K 0.01% 1414
2025
Q1 		$50.4M Sell
1,442,503
-232,824
-14% -$8.11M 0.01% 1477
2024
Q4 		$55.9M Sell
1,675,327
-42,358
-2% -$1.49M 0.01% 1361
2024
Q3 		$62.5M Sell
1,717,685
-4,396
-0.3% -$150K 0.01% 1009
2024
Q2 		$57.7M Sell
1,722,081
-17,835
-1% -$587K 0.01% 942
2024
Q1 		$56.1M Buy
1,739,916
+173,754
+11% +$5.47M 0.01% 973
2023
Q4 		$50.2M Buy
1,566,162
+26,567
+2% +$819K 0.02% 968
2023
Q3 		$46.6M Sell
1,539,595
-937
-0.1% -$29.7K 0.02% 903
2023
Q2 		$48.7M Sell
1,540,532
-11,160
-0.7% -$350K 0.02% 839
2023
Q1 		$48.8M Sell
1,551,692
-11,297
-0.7% -$358K 0.02% 787
2022
Q4 		$47M Sell
1,562,989
-67,205
-4% -$1.97M 0.02% 831
2022
Q3 		$45.1M Sell
1,630,194
-423,371
-21% -$13.2M 0.02% 744
2022
Q2 		$66.4M Sell
2,053,565
-165,226
-7% -$5.6M 0.03% 592
2022
Q1 		$81.5M Buy
2,218,791
+150,487
+7% +$5.78M 0.03% 592
2021
Q4 		$82.2M Buy
2,068,304
+80,133
+4% +$3.3M 0.02% 685
2021
Q3 		$82.4M Buy
1,988,171
+30,644
+2% +$1.31M 0.03% 610
2021
Q2 		$88.4M Sell
1,957,527
-13,950
-0.7% -$618K 0.03% 565
2021
Q1 		$85.4M Buy
1,971,477
+248,531
+14% +$11.1M 0.03% 581
2020
Q4 		$72.3M Buy
1,722,946
+140,867
+9% +$5.49M 0.02% 605
2020
Q3 		$56.3M Buy
1,582,079
+163,611
+12% +$5.8M 0.02% 606
2020
Q2 		$45.5M Sell
1,418,468
-60,119
-4% -$1.81M 0.02% 654
2020
Q1 		$40.5M Buy
1,478,587
+811,424
+122% +$26.8M 0.02% 642
2019
Q4 		$24M Sell
667,163
-7,412
-1% -$254K 0.01% 1243
2019
Q3 		$21.9M Sell
674,575
-32,820
-5% -$1.08M 0.01% 1168
2019
Q2 		$24.1M Buy
707,395
+28,799
+4% +$972K 0.01% 1089
2019
Q1 		$23.1M Buy
678,596
+19,452
+3% +$647K 0.01% 1061
2018
Q4 		$20.2M Buy
659,144
+129,424
+24% +$4.07M 0.01% 1078
2018
Q3 		$17.7M Sell
529,720
-766,022
-59% -$25.8M 0.01% 1296
2018
Q2 		$43.6M Buy
1,295,742
+191,146
+17% +$6.9M 0.02% 715
2018
Q1 		$41.8M Buy
1,104,596
+481,334
+77% +$18.6M 0.02% 718
2017
Q4 		$23M Buy
623,262
+92,512
+17% +$3.33M 0.01% 1099
2017
Q3 		$18.4M Buy
530,750
+395,278
+292% +$13.5M 0.01% 1150
2017
Q2 		$4.35M Buy
135,472
+135,072
+33,768% +$4.26M ﹤0.01% 2272
2017
Q1 		$12K Buy
+400
New +$11.9K ﹤0.01% 6502

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

UBS Group's ESGE Position: Q2 2026 in Review

UBS Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.3% in Q2 2026, selling an estimated $2.29M and leaving 1,283,116 shares worth $70.2M. The position accounts for 0.01% of the portfolio, ranked #1427.

UBS Group first reported a position in ESGE in Q1 2017 and has held it in 38 quarters since. The position peaked at $88.4M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • UBS Group held 1,283,116 shares of iShares ESG Aware MSCI EM ETF worth $70.2M as of Q2 2026.
  • UBS Group sold 43,772 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $2.29M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1427 holding.
  • UBS Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2017 and has held it in 38 quarters since.
  • UBS Group's iShares ESG Aware MSCI EM ETF position peaked at $88.4M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.