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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
Q2 		$1.07M Sell
19,514
-2,495
-11% -$130K 0.08% 167
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
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

Van Hulzen Asset Management's ESGE Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, selling an estimated $130K and leaving 19,514 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #167.

Van Hulzen Asset Management first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.46M in Q4 2020. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Van Hulzen Asset Management held 19,514 shares of iShares ESG Aware MSCI EM ETF worth $1.07M as of Q2 2026.
  • Van Hulzen Asset Management sold 2,495 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $130K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 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 26 quarters since.
  • Van Hulzen Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $9.46M in Q4 2020.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.