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

Wealth Architects’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 		$1.84M Sell
33,604
-295
-0.9% -$15.4K 0.15% 79
2026
Q1 		$1.54M Sell
33,899
-103
-0.3% -$4.87K 0.14% 74
2025
Q4 		$1.5M Sell
34,002
-174
-0.5% -$7.67K 0.14% 78
2025
Q3 		$1.48M Sell
34,176
-600
-2% -$24.5K 0.14% 75
2025
Q2 		$1.36M Sell
34,776
-177
-0.5% -$6.41K 0.14% 77
2025
Q1 		$1.22M Buy
34,953
+360
+1% +$12.5K 0.13% 78
2024
Q4 		$1.16M Sell
34,593
-1,429
-4% -$50.4K 0.13% 75
2024
Q3 		$1.31M Hold
36,022
– – 0.15% 69
2024
Q2 		$1.21M Buy
36,022
+2,338
+7% +$77K 0.15% 69
2024
Q1 		$1.09M Buy
33,684
+388
+1% +$12.2K 0.14% 72
2023
Q4 		$1.07M Sell
33,296
-174
-0.5% -$5.37K 0.15% 69
2023
Q3 		$1.01M Sell
33,470
-58
-0.2% -$1.84K 0.17% 67
2023
Q2 		$1.06M Sell
33,528
-458
-1% -$14.4K 0.18% 64
2023
Q1 		$1.07M Sell
33,986
-396
-1% -$12.5K 0.19% 61
2022
Q4 		$1.03M Buy
34,382
+24,535
+249% +$719K 0.2% 58
2022
Q3 		$272K Buy
+9,847
New +$307K 0.06% 133

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 Architects's ESGE Position: Q2 2026 in Review

Wealth Architects reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.87% in Q2 2026, selling an estimated $15.4K and leaving 33,604 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #79.

Wealth Architects first reported a position in ESGE in Q3 2022 and has held it in 16 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Wealth Architects held 33,604 shares of iShares ESG Aware MSCI EM ETF worth $1.84M as of Q2 2026.
  • Wealth Architects sold 295 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $15.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of Wealth Architects's portfolio in Q2 2026, its #79 holding.
  • Wealth Architects first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 16 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.