Union Savings Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Union Savings Bank’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	$191K	Sell	3,493 -97	-3%	-$5.07K	0.08%	126
2026 Q1	$163K	Sell	3,590 -80	-2%	-$3.78K	0.07%	139
2025 Q4	$162K	Buy	+3,670	New	+$162K	0.07%	141
2025 Q2	$138K	Sell	3,493 -90	-3%	-$3.26K	0.06%	149
2025 Q1	$125K	Sell	3,583 -649	-15%	-$22.6K	0.06%	154
2024 Q4	$141K	Hold	4,232	–	–	0.07%	141
2024 Q3	$154K	Sell	4,232 -135	-3%	-$4.61K	0.08%	146
2024 Q2	$146K	Buy	4,367 +213	+5%	+$7.02K	0.08%	144
2024 Q1	$134K	Buy	4,154 +254	+7%	+$8K	0.07%	154
2023 Q4	$125K	Buy	3,900 +125	+3%	+$3.86K	0.07%	154
2023 Q3	$114K	Buy	3,775 +17	+0.5%	+$538	0.07%	157
2023 Q2	$126K	Buy	+3,758	New	+$118K	0.08%	151

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

Union Savings Bank's ESGE Position: Q2 2026 in Review

Union Savings Bank reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q2 2026, selling an estimated $5.07K and leaving 3,493 shares worth $191K. The position accounts for 0.08% of the portfolio, ranked #126.

Union Savings Bank first reported a position in ESGE in Q2 2023 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Union Savings Bank held 3,493 shares of iShares ESG Aware MSCI EM ETF worth $191K as of Q2 2026.
Union Savings Bank sold 97 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.07K.
iShares ESG Aware MSCI EM ETF made up 0.08% of Union Savings Bank's portfolio in Q2 2026, its #126 holding.
Union Savings Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.