Urban Financial Advisory Corp’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Urban Financial Advisory Corp’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	$177K	Buy	3,235 +2,479	+328%	+$130K	0.05%	40
2026 Q1	$34.4K	Sell	756 -202	-21%	-$9.55K	0.01%	47
2025 Q4	$42.3K	Buy	958 +16	+2%	+$705	0.02%	46
2025 Q3	$40.9K	Sell	942 -302	-24%	-$12.3K	0.02%	44
2025 Q2	$48.7K	Buy	1,244 +12	+1%	+$434	0.02%	42
2025 Q1	$43.1K	Buy	1,232 +1	+0.1%	+$35	0.02%	46
2024 Q4	$41.1K	Buy	1,231 +19	+2%	+$670	0.02%	43
2024 Q3	$44.1K	Buy	+1,212	New	+$41.4K	0.02%	43

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

Urban Financial Advisory Corp's ESGE Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 328% in Q2 2026, buying an estimated $130K and bringing the position to 3,235 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #40.

Urban Financial Advisory Corp first reported a position in ESGE in Q3 2024 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Urban Financial Advisory Corp held 3,235 shares of iShares ESG Aware MSCI EM ETF worth $177K as of Q2 2026.
Urban Financial Advisory Corp bought 2,479 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $130K.
iShares ESG Aware MSCI EM ETF made up 0.05% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #40 holding.
Urban Financial Advisory Corp first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.