WBH Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WBH Advisory’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	$228K	Sell	4,171 -1,001	-19%	-$52.3K	0.02%	349
2026 Q1	$237K	Sell	5,172 -736	-12%	-$34.8K	0.02%	331
2025 Q4	$261K	Buy	5,908 +1,078	+22%	+$47.5K	0.02%	308
2025 Q3	$210K	Buy	+4,830	New	+$197K	0.02%	335

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

WBH Advisory's ESGE Position: Q2 2026 in Review

WBH Advisory reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 19% in Q2 2026, selling an estimated $52.3K and leaving 4,171 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #349.

WBH Advisory first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

WBH Advisory held 4,171 shares of iShares ESG Aware MSCI EM ETF worth $228K as of Q2 2026.
WBH Advisory sold 1,001 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $52.3K.
iShares ESG Aware MSCI EM ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #349 holding.
WBH Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
WBH Advisory's iShares ESG Aware MSCI EM ETF position peaked at $261K in Q4 2025.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.