Wealthspire Advisors (New York)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealthspire Advisors (New York)’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	$5.56M	Sell	101,665 -9,394	-8%	-$491K	0.03%	247
2026 Q1	$5.05M	Sell	111,059 -2,602	-2%	-$123K	0.04%	164
2025 Q4	$5.02M	Sell	113,661 -6,830	-6%	-$301K	0.04%	161
2025 Q3	$5.23M	Sell	120,491 -1,659	-1%	-$67.7K	0.03%	161
2025 Q2	$4.78M	Sell	122,150 -345,388	-74%	-$12.5M	0.03%	162
2025 Q1	$16.3M	Buy	467,538 +343,177	+276%	+$12M	0.1%	87
2024 Q4	$4.15M	Sell	124,361 -7,674	-6%	-$271K	0.04%	155
2024 Q3	$4.81M	Buy	+132,035	New	+$4.51M	0.05%	151
2021 Q4	–	Sell	-9,557	Closed	-$396K	–	568
2021 Q3	$396K	Buy	+9,557	New	+$408K	0.01%	403
2019 Q1	–	Sell	-116	Closed	-$4K	–	282
2018 Q4	$4K	Buy	+116	New	+$3.65K	﹤0.01%	676

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

Wealthspire Advisors (New York)'s ESGE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.5% in Q2 2026, selling an estimated $491K and leaving 101,665 shares worth $5.56M. The position accounts for 0.03% of the portfolio, ranked #247.

Wealthspire Advisors (New York) first reported a position in ESGE in Q4 2018 and has held it in 10 quarters since. The position peaked at $16.3M in Q1 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Wealthspire Advisors (New York) held 101,665 shares of iShares ESG Aware MSCI EM ETF worth $5.56M as of Q2 2026.
Wealthspire Advisors (New York) sold 9,394 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $491K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #247 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Aware MSCI EM ETF position peaked at $16.3M in Q1 2025.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.