Winthrop Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Winthrop Capital 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	$45K	Hold	824	–	–	0.01%	180
2026 Q1	$37K	Hold	824	–	–	0.01%	197
2025 Q4	$36K	Hold	824	–	–	0.01%	200
2025 Q3	$36K	Buy	824 +200	+32%	+$8.16K	0.01%	183
2025 Q2	$24K	Hold	624	–	–	0.01%	203
2025 Q1	$22K	Hold	624	–	–	0.01%	185
2024 Q4	$21K	Hold	624	–	–	0.01%	197
2024 Q3	$23K	Hold	624	–	–	0.01%	103
2024 Q2	$21K	Hold	624	–	–	0.01%	97
2024 Q1	$20K	Hold	624	–	–	0.01%	103
2023 Q4	$20K	Buy	+624	New	+$19.2K	0.01%	195

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

Winthrop Capital Management's ESGE Position: Q2 2026 in Review

Winthrop Capital Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 824 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #180.

Winthrop Capital Management first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Winthrop Capital Management held 824 shares of iShares ESG Aware MSCI EM ETF worth $45K as of Q2 2026.
Winthrop Capital Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #180 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.