Wescott Financial Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wescott Financial Advisory Group’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	$3.18M	Sell	58,079 -864	-1%	-$45.2K	0.25%	53
2026 Q1	$2.68M	Sell	58,943 -4,160	-7%	-$197K	0.23%	54
2025 Q4	$2.79M	Buy	63,103 +907	+1%	+$40K	0.24%	55
2025 Q3	$2.7M	Buy	62,196 +5,105	+9%	+$208K	0.24%	54
2025 Q2	$2.24M	Buy	57,091 +2,177	+4%	+$78.8K	0.21%	59
2025 Q1	$1.92M	Buy	54,914 +2,725	+5%	+$94.9K	0.2%	58
2024 Q4	$1.74M	Buy	52,189 +1,045	+2%	+$36.9K	0.18%	60
2024 Q3	$1.86M	Sell	51,144 -168	-0.3%	-$5.74K	0.2%	58
2024 Q2	$1.72M	Buy	51,312 +3,263	+7%	+$107K	0.2%	60
2024 Q1	$1.55M	Buy	48,049 +3,291	+7%	+$104K	0.19%	60
2023 Q4	$1.43M	Buy	44,758 +1,169	+3%	+$36.1K	0.2%	60
2023 Q3	$1.32M	Buy	43,589 +1,989	+5%	+$63K	0.24%	58
2023 Q2	$1.32M	Buy	41,600 +1,955	+5%	+$61.3K	0.23%	59
2023 Q1	$1.25M	Buy	39,645 +2,253	+6%	+$71.4K	0.27%	54
2022 Q4	$1.12M	Buy	37,392 +564	+2%	+$16.5K	0.24%	58
2022 Q3	$1.02M	Buy	36,828 +30,624	+494%	+$955K	0.28%	49
2022 Q2	$200K	Buy	+6,204	New	+$210K	0.05%	124

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

Wescott Financial Advisory Group's ESGE Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q2 2026, selling an estimated $45.2K and leaving 58,079 shares worth $3.18M. The position accounts for 0.25% of the portfolio, ranked #53.

Wescott Financial Advisory Group first reported a position in ESGE in Q2 2022 and has held it in 17 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Wescott Financial Advisory Group held 58,079 shares of iShares ESG Aware MSCI EM ETF worth $3.18M as of Q2 2026.
Wescott Financial Advisory Group sold 864 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $45.2K.
iShares ESG Aware MSCI EM ETF made up 0.25% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #53 holding.
Wescott Financial Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and has held it in 17 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.