Weil Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Weil Company’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	$1.44M	Sell	26,393 -1,743	-6%	-$91.1K	0.25%	65
2026 Q1	$1.28M	Sell	28,136 -1,169	-4%	-$55.3K	0.29%	59
2025 Q4	$1.29M	Sell	29,305 -1,062	-3%	-$46.8K	0.3%	60
2025 Q3	$1.32M	Sell	30,367 -146	-0.5%	-$5.96K	0.32%	59
2025 Q2	$1.2M	Sell	30,513 -669	-2%	-$24.2K	0.32%	59
2025 Q1	$1.09M	Buy	31,182 +3,590	+13%	+$125K	0.33%	50
2024 Q4	$921K	Buy	27,592 +2,283	+9%	+$80.5K	0.32%	53
2024 Q3	$922K	Hold	25,309	–	–	0.3%	62
2024 Q2	$849K	Hold	25,309	–	–	0.31%	69
2024 Q1	$816K	Sell	25,309 -550	-2%	-$17.3K	0.32%	68
2023 Q4	$829K	Buy	25,859 +5,778	+29%	+$178K	0.36%	56
2023 Q3	$608K	Hold	20,081	–	–	0.3%	69
2023 Q2	$635K	Sell	20,081 -1,253	-6%	-$39.3K	0.28%	78
2023 Q1	$672K	Sell	21,334 -1,156	-5%	-$36.6K	0.3%	71
2022 Q4	$676K	Buy	22,490 +13,583	+152%	+$398K	0.31%	71
2022 Q3	$246K	Buy	+8,907	New	+$278K	0.15%	106

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

Weil Company's ESGE Position: Q2 2026 in Review

Weil Company reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.2% in Q2 2026, selling an estimated $91.1K and leaving 26,393 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #65.

Weil Company 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.

Weil Company held 26,393 shares of iShares ESG Aware MSCI EM ETF worth $1.44M as of Q2 2026.
Weil Company sold 1,743 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $91.1K.
iShares ESG Aware MSCI EM ETF made up 0.25% of Weil Company's portfolio in Q2 2026, its #65 holding.
Weil Company 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 Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.