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WFA of San Diego’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WFA of San Diego’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 		– Sell
-577
Closed -$26.2K – 178
2026
Q1 		$26.2K Hold
577
– – 0.02% 232
2025
Q4 		$25.5K Hold
577
– – 0.02% 255
2025
Q3 		$25.1K Hold
577
– – 0.02% 263
2025
Q2 		$22.6K Buy
+577
New +$20.9K 0.02% 260
2024
Q3 		$21K Hold
576
– – 0.02% 237
2024
Q2 		$19.3K Buy
+576
New +$19K 0.02% 246
2023
Q3 		$17.4K Hold
576
– – 0.02% 245
2023
Q2 		$18.2K Buy
+576
New +$18.1K 0.02% 241
2023
Q1 		– Sell
-576
Closed -$17.3K – 168
2022
Q4 		$17.3K Buy
+576
New +$16.9K 0.01% 305

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

WFA of San Diego's ESGE Position: Q2 2026 in Review

WFA of San Diego sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 577 shares — an estimated $26.2K sold.

WFA of San Diego first reported a position in ESGE in Q4 2022 and held it in 9 quarters. The position peaked at $26.2K in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • WFA of San Diego reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 577 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $26.2K.
  • WFA of San Diego first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 9 quarters.
  • WFA of San Diego's iShares ESG Aware MSCI EM ETF position peaked at $26.2K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.