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

Valeo 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
Q2 		$439K Hold
8,025
– – 0.01% 487
2026
Q1 		$365K Buy
8,025
+3,238
+68% +$153K 0.01% 485
2025
Q4 		$211K Sell
4,787
-9
-0.2% -$397 ﹤0.01% 740
2025
Q3 		$208K Buy
+4,796
New +$196K ﹤0.01% 744
2025
Q2 		– Sell
-10,820
Closed -$378K – 793
2025
Q1 		$378K Buy
10,820
+899
+9% +$31.3K 0.01% 477
2024
Q4 		$331K Hold
9,921
– – 0.01% 512
2024
Q3 		$361K Hold
9,921
– – 0.01% 492
2024
Q2 		$333K Sell
9,921
-416
-4% -$13.7K 0.01% 489
2024
Q1 		$328K Buy
10,337
+416
+4% +$13.1K 0.01% 475
2023
Q4 		$318K Buy
9,921
+45
+0.5% +$1.39K 0.01% 475
2023
Q3 		$299K Sell
9,876
-11
-0.1% -$348 0.01% 457
2023
Q2 		$313K Sell
9,887
-1,030
-9% -$32.3K 0.01% 424
2023
Q1 		$344K Buy
10,917
+3,639
+50% +$115K 0.02% 408
2022
Q4 		$219K Buy
+7,278
New +$213K 0.01% 462
2021
Q2 		– Sell
-2,619
Closed -$113K – 904
2021
Q1 		$113K Hold
2,619
– – 0.01% 579
2020
Q4 		$110K Hold
2,619
– – 0.01% 539
2020
Q3 		$93K Hold
2,619
– – 0.01% 488
2020
Q2 		$84K Hold
2,619
– – 0.01% 561
2020
Q1 		$75K Buy
2,619
+61
+2% +$2.01K 0.01% 491
2019
Q4 		$92K Hold
2,558
– – 0.01% 476
2019
Q3 		$83K Buy
2,558
+616
+32% +$20.3K 0.01% 474
2019
Q2 		$66K Buy
1,942
+444
+30% +$15K 0.01% 529
2019
Q1 		$51K Buy
+1,498
New +$49.8K 0.01% 546

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

Valeo Financial Advisors's ESGE Position: Q2 2026 in Review

Valeo Financial Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 8,025 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #487.

Valeo Financial Advisors first reported a position in ESGE in Q1 2019 and has held it in 23 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Valeo Financial Advisors held 8,025 shares of iShares ESG Aware MSCI EM ETF worth $439K as of Q2 2026.
  • Valeo Financial Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #487 holding.
  • Valeo Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 23 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.