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

Wealth Alliance’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 		$433K Sell
7,923
-3,302
-29% -$173K 0.04% 350
2026
Q1 		$510K Sell
11,225
-1,247
-10% -$59K 0.05% 294
2025
Q4 		$551K Buy
12,472
+2,439
+24% +$108K 0.05% 284
2025
Q3 		$436K Buy
10,033
+37
+0.4% +$1.51K 0.04% 335
2025
Q2 		$392K Buy
9,996
+497
+5% +$18K 0.04% 345
2025
Q1 		$332K Sell
9,499
-2,475
-21% -$86.2K 0.04% 373
2024
Q4 		$400K Sell
11,974
-6
-0.1% -$212 0.05% 304
2024
Q3 		$436K Sell
11,980
-667
-5% -$22.8K 0.05% 297
2024
Q2 		$424K Buy
12,647
+4,978
+65% +$164K 0.05% 281
2024
Q1 		$247K Sell
7,669
-241
-3% -$7.59K 0.03% 448
2023
Q4 		$254K Sell
7,910
-12,479
-61% -$385K 0.04% 430
2023
Q3 		$617K Sell
20,389
-1,023
-5% -$32.4K 0.1% 201
2023
Q2 		$677K Sell
21,412
-15,359
-42% -$482K 0.1% 201
2023
Q1 		$1.16M Buy
36,771
+19,206
+109% +$609K 0.19% 120
2022
Q4 		$528K Sell
17,565
-11,855
-40% -$347K 0.09% 229
2022
Q3 		$814K Sell
29,420
-18,578
-39% -$580K 0.16% 142
2022
Q2 		$1.55M Sell
47,998
-42,679
-47% -$1.45M 0.3% 70
2022
Q1 		$3.33M Buy
90,677
+35,774
+65% +$1.37M 0.68% 23
2021
Q4 		$2.18M Sell
54,903
-13,379
-20% -$552K 0.44% 43
2021
Q3 		$2.83M Sell
68,282
-4,407
-6% -$188K 0.64% 31
2021
Q2 		$3.28M Buy
72,689
+37,006
+104% +$1.64M 0.77% 20
2021
Q1 		$1.54M Buy
35,683
+12,169
+52% +$541K 0.43% 48
2020
Q4 		$988K Buy
+23,514
New +$917K 0.29% 75

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

Wealth Alliance's ESGE Position: Q2 2026 in Review

Wealth Alliance reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 29% in Q2 2026, selling an estimated $173K and leaving 7,923 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #350.

Wealth Alliance first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.33M in Q1 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Wealth Alliance held 7,923 shares of iShares ESG Aware MSCI EM ETF worth $433K as of Q2 2026.
  • Wealth Alliance sold 3,302 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $173K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #350 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Alliance's iShares ESG Aware MSCI EM ETF position peaked at $3.33M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.