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USA Financial Formulas’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

USA Financial Formulas’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
-84
Closed -$3.82K – 453
2026
Q1 		$3.82K Hold
84
– – ﹤0.01% 323
2025
Q4 		$3.71K Sell
84
-20,459
-100% -$902K ﹤0.01% 287
2025
Q3 		$892K Sell
20,543
-4,828
-19% -$197K 0.16% 45
2025
Q2 		$994K Buy
+25,371
New +$919K 0.17% 45

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

USA Financial Formulas's ESGE Position: Q2 2026 in Review

USA Financial Formulas sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 84 shares — an estimated $3.82K sold.

USA Financial Formulas first reported a position in ESGE in Q2 2025 and held it in 4 quarters. The position peaked at $994K in Q2 2025. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • USA Financial Formulas reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 84 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.82K.
  • USA Financial Formulas first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and held it in 4 quarters.
  • USA Financial Formulas's iShares ESG Aware MSCI EM ETF position peaked at $994K in Q2 2025.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.