Winter & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Winter & Associates’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	$357K	Buy	+6,524	New	+$341K	0.27%	54

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

Winter & Associates's ESGE Position: Q2 2026 in Review

Winter & Associates opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 6,524 shares worth $357K. The stake represents 0.27% of the portfolio and ranks #54 among its holdings.

633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Winter & Associates held 6,524 shares of iShares ESG Aware MSCI EM ETF worth $357K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Winter & Associates position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.27% of Winter & Associates's portfolio in Q2 2026, its #54 holding.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.