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Williams & Novak’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Williams & Novak’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 		$429K Hold
7,846
– – 0.28% 78
2026
Q1 		$359K Sell
7,846
-26
-0.3% -$1.23K 0.27% 78
2025
Q4 		$348K Sell
7,872
-475
-6% -$20.9K 0.26% 82
2025
Q3 		$362K Sell
8,347
-750
-8% -$30.6K 0.28% 80
2025
Q2 		$356K Sell
9,097
-1,400
-13% -$50.7K 0.3% 80
2025
Q1 		$368K Sell
10,497
-1
-0% -$35 0.36% 69
2024
Q4 		$351K Buy
10,498
+234
+2% +$8.26K 0.34% 71
2024
Q3 		$374K Sell
10,264
-100
-1% -$3.42K 0.35% 75
2024
Q2 		$348K Buy
10,364
+520
+5% +$17.1K 0.32% 70
2024
Q1 		$316K Hold
9,844
– – 0.36% 59
2023
Q4 		$316K Buy
+9,844
New +$304K 0.36% 59

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Williams & Novak's ESGE Position: Q2 2026 in Review

Williams & Novak held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 7,846 shares worth $429K. The position accounts for 0.28% of the portfolio, ranked #78.

Williams & Novak first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Williams & Novak held 7,846 shares of iShares ESG Aware MSCI EM ETF worth $429K as of Q2 2026.
  • Williams & Novak left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.28% of Williams & Novak's portfolio in Q2 2026, its #78 holding.
  • Williams & Novak first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.