Verus Capital Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Verus Capital Partners’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	$262K	Buy	4,790 +11	+0.2%	+$575	0.01%	414
2026 Q1	$217K	Buy	+4,779	New	+$226K	0.01%	421
2025 Q4	–	Sell	-5,447	Closed	-$237K	–	461
2025 Q3	$237K	Buy	5,447 +9	+0.2%	+$367	0.02%	367
2025 Q2	$213K	Buy	+5,438	New	+$197K	0.02%	343
2024 Q4	–	Sell	-7,597	Closed	-$277K	–	376
2024 Q3	$277K	Buy	7,597 +24	+0.3%	+$820	0.03%	280
2024 Q2	$254K	Sell	7,573 -4,367	-37%	-$144K	0.03%	284
2024 Q1	$385K	Sell	11,940 -2,804	-19%	-$88.3K	0.04%	233
2023 Q4	$473K	Sell	14,744 -2,002	-12%	-$61.8K	0.06%	178
2023 Q3	$507K	Buy	16,746 +2,715	+19%	+$86K	0.07%	156
2023 Q2	$444K	Sell	14,031 -627	-4%	-$19.7K	0.06%	177
2023 Q1	$461K	Buy	14,658 +2,098	+17%	+$66.5K	0.07%	163
2022 Q4	$378K	Sell	12,560 -1,081	-8%	-$31.7K	0.07%	179
2022 Q3	$377K	Buy	13,641 +296	+2%	+$9.23K	0.07%	181
2022 Q2	$431K	Sell	13,345 -6,050	-31%	-$205K	0.08%	170
2022 Q1	$712K	Buy	+19,395	New	+$745K	0.11%	131
2020 Q1	$2K	Buy	82 +32	+64%	+$1.06K	﹤0.01%	1331
2019 Q4	$2K	Buy	+50	New	+$1.71K	﹤0.01%	1412

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 22.9% 1-Year Est. Return

Verus Capital Partners's ESGE Position: Q2 2026 in Review

Verus Capital Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.23% in Q2 2026, buying an estimated $575 and bringing the position to 4,790 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #414.

Verus Capital Partners first reported a position in ESGE in Q4 2019 and has held it in 17 quarters since. The position peaked at $712K in Q1 2022. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Verus Capital Partners held 4,790 shares of iShares ESG Aware MSCI EM ETF worth $262K as of Q2 2026.
Verus Capital Partners bought 11 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $575.
iShares ESG Aware MSCI EM ETF made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #414 holding.
Verus Capital Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 17 quarters since.
Verus Capital Partners's iShares ESG Aware MSCI EM ETF position peaked at $712K in Q1 2022.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.