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United Capital Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

United Capital Financial 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
Q1 		$2.4M Sell
52,753
-5,729
-10% -$271K 0.01% 509
2025
Q4 		$2.58M Buy
58,482
+12,288
+27% +$542K 0.02% 480
2025
Q3 		$2.01M Sell
46,194
-97
-0.2% -$3.96K 0.01% 467
2025
Q2 		$1.81M Sell
46,291
-3,370
-7% -$122K 0.01% 463
2025
Q1 		$1.74M Sell
49,661
-4,865
-9% -$169K 0.01% 454
2024
Q4 		$1.82M Sell
54,526
-1,055
-2% -$37.2K 0.02% 438
2024
Q3 		$2.02M Sell
55,581
-2,763
-5% -$94.4K 0.02% 411
2024
Q2 		$1.96M Buy
58,344
+14,681
+34% +$484K 0.02% 409
2024
Q1 		$1.41M Sell
43,663
-10,660
-20% -$336K 0.01% 493
2023
Q4 		$1.74M Sell
54,323
-16,232
-23% -$501K 0.01% 443
2023
Q3 		$2.14M Buy
70,555
+1,888
+3% +$59.8K 0.01% 414
2023
Q2 		$2.17M Sell
68,667
-1,563
-2% -$49K 0.01% 433
2023
Q1 		$2.21M Sell
70,230
-162
-0.2% -$5.13K 0.01% 434
2022
Q4 		$2.12M Sell
70,392
-8,221
-10% -$241K 0.01% 468
2022
Q3 		$2.17M Sell
78,613
-8,367
-10% -$261K 0.01% 457
2022
Q2 		$2.81M Buy
86,980
+5,153
+6% +$175K 0.02% 432
2022
Q1 		$3M Buy
81,827
+3,813
+5% +$146K 0.01% 447
2021
Q4 		$3.1M Buy
78,014
+2,691
+4% +$111K 0.01% 456
2021
Q3 		$3.12M Buy
75,323
+5,197
+7% +$222K 0.02% 451
2021
Q2 		$3.17M Buy
70,126
+63,460
+952% +$2.81M 0.02% 454
2021
Q1 		$289K Sell
6,666
-5,204
-44% -$231K ﹤0.01% 993
2020
Q4 		$498K Buy
11,870
+5,331
+82% +$208K ﹤0.01% 851
2020
Q3 		$233K Buy
+6,539
New +$232K ﹤0.01% 1032

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

United Capital Financial Advisors's ESGE Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.8% in Q1 2026, selling an estimated $271K and leaving 52,753 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #509.

United Capital Financial Advisors first reported a position in ESGE in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.17M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • United Capital Financial Advisors held 52,753 shares of iShares ESG Aware MSCI EM ETF worth $2.4M as of Q1 2026.
  • United Capital Financial Advisors sold 5,729 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $271K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #509 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 23 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.17M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.