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Valley National Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Valley National Advisers’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 		$255K Sell
4,669
-6
-0.1% -$314 0.03% 230
2026
Q1 		$212K Buy
4,675
+689
+17% +$32.6K 0.03% 244
2025
Q4 		$176K Sell
3,986
-120
-3% -$5.29K 0.02% 252
2025
Q3 		$178K Buy
4,106
+477
+13% +$19.5K 0.03% 243
2025
Q2 		$142K Buy
3,629
+156
+4% +$5.65K 0.02% 270
2025
Q1 		$121K Buy
3,473
+472
+16% +$16.4K 0.02% 278
2024
Q4 		$100K Buy
3,001
+14
+0.5% +$494 0.02% 280
2024
Q3 		$108K Sell
2,987
-1,141
-28% -$39K 0.02% 275
2024
Q2 		$138K Sell
4,128
-12
-0.3% -$395 0.02% 270
2024
Q1 		$133K Buy
4,140
+327
+9% +$10.3K 0.02% 281
2023
Q4 		$122K Buy
3,813
+387
+11% +$11.9K 0.02% 285
2023
Q3 		$104K Sell
3,426
-72
-2% -$2.28K 0.02% 293
2023
Q2 		$111K Buy
3,498
+209
+6% +$6.56K 0.02% 292
2023
Q1 		$102K Buy
3,289
+66
+2% +$2.09K 0.02% 295
2022
Q4 		$104K Buy
3,223
+359
+13% +$10.5K 0.02% 299
2022
Q3 		$80K Sell
2,864
-226
-7% -$7.05K 0.02% 319
2022
Q2 		$100K Buy
3,090
+247
+9% +$8.38K 0.02% 280
2022
Q1 		$104K Buy
2,843
+104
+4% +$3.99K 0.02% 284
2021
Q4 		$109K Buy
2,739
+496
+22% +$20.4K 0.02% 276
2021
Q3 		$93K Buy
2,243
+1,103
+97% +$47.1K 0.02% 285
2021
Q2 		$51K Buy
1,140
+60
+6% +$2.66K 0.01% 348
2021
Q1 		$47K Buy
1,080
+610
+130% +$27.1K 0.01% 337
2020
Q4 		$20K Buy
470
+68
+17% +$2.65K ﹤0.01% 429
2020
Q3 		$14K Buy
402
+291
+262% +$10.3K ﹤0.01% 438
2020
Q2 		$4K Hold
111
– – ﹤0.01% 586
2020
Q1 		$3K Hold
111
– – ﹤0.01% 596
2019
Q4 		$4K Buy
111
+26
+31% +$891 ﹤0.01% 622
2019
Q3 		$3K Buy
85
+61
+254% +$2K ﹤0.01% 630
2019
Q2 		$1K Hold
24
– – ﹤0.01% 684
2019
Q1 		$1K Buy
+24
New +$798 ﹤0.01% 682

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

Valley National Advisers's ESGE Position: Q2 2026 in Review

Valley National Advisers reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.13% in Q2 2026, selling an estimated $314 and leaving 4,669 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #230.

Valley National Advisers first reported a position in ESGE in Q1 2019 and has held it in 30 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Valley National Advisers held 4,669 shares of iShares ESG Aware MSCI EM ETF worth $255K as of Q2 2026.
  • Valley National Advisers sold 6 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $314.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Valley National Advisers's portfolio in Q2 2026, its #230 holding.
  • Valley National Advisers first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 30 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.