WLIM
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White Lighthouse Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

White Lighthouse Investment Management’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 		$831K Sell
15,192
-775
-5% -$40.5K 0.1% 85
2026
Q1 		$726K Sell
15,967
-540
-3% -$25.5K 0.1% 90
2025
Q4 		$729K Sell
16,507
-529
-3% -$23.3K 0.1% 87
2025
Q3 		$740K Buy
17,036
+100
+0.6% +$4.08K 0.11% 81
2025
Q2 		$663K Sell
16,936
-1,274
-7% -$46.1K 0.11% 80
2025
Q1 		$636K Sell
18,210
-475
-3% -$16.5K 0.11% 80
2024
Q4 		$624K Sell
18,685
-1,695
-8% -$59.8K 0.11% 80
2024
Q3 		$742K Sell
20,380
-1,750
-8% -$59.8K 0.13% 76
2024
Q2 		$742K Sell
22,130
-572
-3% -$18.8K 0.14% 72
2024
Q1 		$732K Buy
22,702
+828
+4% +$26.1K 0.15% 75
2023
Q4 		$701K Sell
21,874
-3,196
-13% -$98.6K 0.15% 73
2023
Q3 		$759K Buy
25,070
+646
+3% +$20.5K 0.18% 71
2023
Q2 		$773K Sell
24,424
-822
-3% -$25.8K 0.18% 68
2023
Q1 		$795K Sell
25,246
-449
-2% -$14.2K 0.2% 67
2022
Q4 		$773K Sell
25,695
-8,285
-24% -$243K 0.21% 69
2022
Q3 		$940K Buy
33,980
+45
+0.1% +$1.4K 0.27% 58
2022
Q2 		$1.1M Sell
33,935
-2,510
-7% -$85.1K 0.31% 54
2022
Q1 		$1.34M Sell
36,445
-1,352
-4% -$51.9K 0.34% 51
2021
Q4 		$1.5M Sell
37,797
-90
-0.2% -$3.71K 0.37% 49
2021
Q3 		$1.57M Buy
37,887
+155
+0.4% +$6.63K 0.42% 46
2021
Q2 		$1.7M Buy
37,732
+62
+0.2% +$2.75K 0.47% 46
2021
Q1 		$1.63M Sell
37,670
-4,500
-11% -$200K 0.5% 43
2020
Q4 		$1.77M Sell
42,170
-6,146
-13% -$240K 0.56% 41
2020
Q3 		$1.72M Sell
48,316
-6,433
-12% -$228K 0.6% 37
2020
Q2 		$1.76M Sell
54,749
-18,646
-25% -$560K 0.64% 38
2020
Q1 		$2.01M Buy
73,395
+23,556
+47% +$778K 0.84% 34
2019
Q4 		$1.79M Buy
49,839
+4,729
+10% +$162K 0.66% 37
2019
Q3 		$1.47M Sell
45,110
-1,795
-4% -$59K 0.59% 39
2019
Q2 		$1.59M Buy
46,905
+8,515
+22% +$287K 0.67% 38
2019
Q1 		$1.31M Buy
38,390
+21,245
+124% +$707K 0.6% 44
2018
Q4 		$526K Buy
17,145
+7,500
+78% +$236K 0.29% 70
2018
Q3 		$322K Buy
+9,645
New +$324K 0.16% 90

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

White Lighthouse Investment Management's ESGE Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.9% in Q2 2026, selling an estimated $40.5K and leaving 15,192 shares worth $831K. The position accounts for 0.1% of the portfolio, ranked #85.

White Lighthouse Investment Management first reported a position in ESGE in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.01M in Q1 2020. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • White Lighthouse Investment Management held 15,192 shares of iShares ESG Aware MSCI EM ETF worth $831K as of Q2 2026.
  • White Lighthouse Investment Management sold 775 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $40.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.1% of White Lighthouse Investment Management's portfolio in Q2 2026, its #85 holding.
  • White Lighthouse Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 32 quarters since.
  • White Lighthouse Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $2.01M in Q1 2020.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.