Veridan Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Veridan Wealth’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	$272K	Sell	4,965 -844	-15%	-$44.1K	0.09%	77
2026 Q1	$264K	Sell	5,809 -207	-3%	-$9.79K	0.1%	72
2025 Q4	$266K	Sell	6,016 -48	-0.8%	-$2.12K	0.09%	73
2025 Q3	$263K	Buy	+6,064	New	+$247K	0.09%	72
2025 Q1	$205K	Sell	5,866 -2,228	-28%	-$77.6K	0.09%	78
2024 Q4	$277K	Buy	+8,094	New	+$286K	0.13%	74
2024 Q2	$238K	Buy	+6,067	New	+$200K	0.1%	76

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Veridan Wealth's ESGE Position: Q2 2026 in Review

Veridan Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, selling an estimated $44.1K and leaving 4,965 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #77.

Veridan Wealth first reported a position in ESGE in Q2 2024 and has held it in 7 quarters since. The position peaked at $277K in Q4 2024. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Veridan Wealth held 4,965 shares of iShares ESG Aware MSCI EM ETF worth $272K as of Q2 2026.
Veridan Wealth sold 844 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $44.1K.
iShares ESG Aware MSCI EM ETF made up 0.09% of Veridan Wealth's portfolio in Q2 2026, its #77 holding.
Veridan Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Aware MSCI EM ETF position peaked at $277K in Q4 2024.
637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.