Van Hulzen Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Van Hulzen Asset Management’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	$1M	Buy	22,009 +789	+4%	+$37.3K	0.07%	167
2025 Q4	$937K	Sell	21,220 -856	-4%	-$37.7K	0.07%	168
2025 Q3	$959K	Sell	22,076 -291	-1%	-$11.9K	0.07%	165
2025 Q2	$876K	Sell	22,367 -349	-2%	-$12.6K	0.07%	165
2025 Q1	$794K	Buy	22,716 +843	+4%	+$29.4K	0.07%	171
2024 Q4	$730K	Sell	21,873 -1,746	-7%	-$61.6K	0.05%	192
2024 Q3	$860K	Sell	23,619 -17,295	-42%	-$591K	0.06%	170
2024 Q2	$1.37M	Sell	40,914 -83,455	-67%	-$2.75M	0.09%	136
2024 Q1	$4.01M	Buy	124,369 +2,255	+2%	+$71K	0.26%	73
2023 Q4	$3.92M	Sell	122,114 -9,478	-7%	-$292K	0.28%	69
2023 Q3	$3.98M	Sell	131,592 -43,362	-25%	-$1.37M	0.31%	68
2023 Q2	$5.53M	Sell	174,954 -1,403	-0.8%	-$44K	0.47%	53
2023 Q1	$5.55M	Buy	176,357 +109,428	+163%	+$3.47M	0.52%	51
2022 Q4	$2.01M	Sell	66,929 -2,552	-4%	-$74.8K	0.23%	89
2022 Q3	$1.92M	Sell	69,481 -6,488	-9%	-$202K	0.24%	89
2022 Q2	$2.46M	Sell	75,969 -77,055	-50%	-$2.61M	0.29%	75
2022 Q1	$5.62M	Sell	153,024 -385	-0.3%	-$14.8K	0.6%	51
2021 Q4	$6.1M	Sell	153,409 -16,674	-10%	-$687K	0.67%	49
2021 Q3	$7.05M	Sell	170,083 -15,026	-8%	-$642K	1.05%	34
2021 Q2	$8.36M	Buy	185,109 +80	+0%	+$3.54K	1.25%	28
2021 Q1	$8.01M	Sell	185,029 -40,372	-18%	-$1.8M	1.28%	28
2020 Q4	$9.46M	Buy	225,401 +164,873	+272%	+$6.43M	1.43%	21
2020 Q3	$2.15M	Buy	60,528 +4,138	+7%	+$147K	0.32%	64
2020 Q2	$1.81M	Buy	56,390 +21,461	+61%	+$645K	0.27%	65
2020 Q1	$956K	Buy	+34,929	New	+$1.15M	0.21%	84

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Van Hulzen Asset Management's ESGE Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.7% in Q1 2026, buying an estimated $37.3K and bringing the position to 22,009 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #167.

Van Hulzen Asset Management first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.46M in Q4 2020. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Van Hulzen Asset Management held 22,009 shares of iShares ESG Aware MSCI EM ETF worth $1M as of Q1 2026.
Van Hulzen Asset Management bought 789 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $37.3K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Van Hulzen Asset Management's portfolio in Q1 2026, its #167 holding.
Van Hulzen Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
Van Hulzen Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $9.46M in Q4 2020.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.