WT
ESGE icon

Whittier Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Whittier Trust’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 		$890K Buy
16,461
+253
+2% +$13.2K 0.01% 411
2026
Q1 		$741K Hold
16,208
– – 0.01% 390
2025
Q4 		$751K Sell
16,208
-340
-2% -$15K 0.01% 390
2025
Q3 		$729K Sell
16,548
-522
-3% -$21.3K 0.01% 391
2025
Q2 		$668K Hold
17,070
– – 0.01% 450
2025
Q1 		$597K Buy
17,070
+934
+6% +$32.5K 0.01% 456
2024
Q4 		$539K Hold
16,136
– – 0.01% 479
2024
Q3 		$587K Hold
16,136
– – 0.01% 472
2024
Q2 		$541K Hold
16,136
– – 0.01% 466
2024
Q1 		$520K Buy
16,136
+13,098
+431% +$413K 0.01% 485
2023
Q4 		$97.4K Sell
3,038
-13,098
-81% -$404K ﹤0.01% 772
2023
Q3 		$488K Sell
16,136
-6,404
-28% -$203K 0.01% 470
2023
Q2 		$713K Hold
22,540
– – 0.01% 405
2023
Q1 		$709K Hold
22,540
– – 0.01% 404
2022
Q4 		$678K Sell
22,540
-13,527
-38% -$396K 0.01% 411
2022
Q3 		$998K Hold
36,067
– – 0.02% 339
2022
Q2 		$1.17M Hold
36,067
– – 0.02% 332
2022
Q1 		$1.32M Hold
36,067
– – 0.02% 329
2021
Q4 		$1.43M Hold
36,067
– – 0.02% 319
2021
Q3 		$1.49M Hold
36,067
– – 0.03% 309
2021
Q2 		$1.63M Buy
36,067
+46
+0.1% +$2.04K 0.03% 293
2021
Q1 		$1.56M Buy
36,021
+6,923
+24% +$308K 0.03% 293
2020
Q4 		$1.22M Buy
29,098
+17,113
+143% +$667K 0.03% 308
2020
Q3 		$427K Hold
11,985
– – 0.01% 451
2020
Q2 		$384K Hold
11,985
– – 0.01% 436
2020
Q1 		$328K Buy
11,985
+5,485
+84% +$181K 0.01% 435
2019
Q4 		$234K Hold
6,500
– – 0.01% 533
2019
Q3 		$211K Hold
6,500
– – 0.01% 546
2019
Q2 		$221K Buy
6,500
+4,000
+160% +$135K 0.01% 514
2019
Q1 		$85K Hold
2,500
– – ﹤0.01% 690
2018
Q4 		$77K Hold
2,500
– – ﹤0.01% 687
2018
Q3 		$83K Hold
2,500
– – ﹤0.01% 675
2018
Q2 		$84K Buy
+2,500
New +$90.2K ﹤0.01% 651

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

Whittier Trust's ESGE Position: Q2 2026 in Review

Whittier Trust increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 16,461 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #411.

Whittier Trust first reported a position in ESGE in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.63M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Whittier Trust held 16,461 shares of iShares ESG Aware MSCI EM ETF worth $890K as of Q2 2026.
  • Whittier Trust bought 253 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $13.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #411 holding.
  • Whittier Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 33 quarters since.
  • Whittier Trust's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.