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World Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

World Investment Advisors’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 		$692K Sell
15,114
-277
-2% -$14.5K 0.01% 825
2026
Q1 		$700K Sell
15,391
-984
-6% -$46.5K 0.01% 842
2025
Q4 		$723K Buy
16,375
+3,619
+28% +$160K 0.01% 795
2025
Q3 		$554K Buy
12,756
+648
+5% +$26.4K 0.01% 739
2025
Q2 		$474K Buy
12,108
+2
+0% +$72 0.01% 752
2025
Q1 		$423K Buy
12,106
+749
+7% +$26.1K 0.01% 742
2024
Q4 		$379K Buy
11,357
+30
+0.3% +$1.06K 0.01% 737
2024
Q3 		$412K Sell
11,327
-169
-1% -$5.77K 0.01% 633
2024
Q2 		$385K Buy
+11,496
New +$379K 0.02% 448
2024
Q1 		– Sell
-8,518
Closed -$273K – 418
2023
Q4 		$273K Buy
8,518
+402
+5% +$12.4K 0.04% 323
2023
Q3 		$246K Sell
8,116
-1,052
-11% -$33.3K 0.05% 225
2023
Q2 		$290K Sell
9,168
-2,177
-19% -$68.3K 0.06% 202
2023
Q1 		$357K Sell
11,345
-8,520
-43% -$270K 0.07% 163
2022
Q4 		$597K Buy
19,865
+350
+2% +$10.3K 0.14% 111
2022
Q3 		$540K Buy
19,515
+1,129
+6% +$35.2K 0.13% 125
2022
Q2 		$585K Sell
18,386
-5,866
-24% -$199K 0.12% 133
2022
Q1 		$891K Buy
24,252
+1,742
+8% +$66.9K 0.19% 98
2021
Q4 		$907K Sell
22,510
-6,842
-23% -$282K 0.19% 99
2021
Q3 		$1.22M Sell
29,352
-3,193
-10% -$136K 0.28% 65
2021
Q2 		$1.47M Buy
32,545
+1,261
+4% +$55.8K 0.34% 52
2021
Q1 		$1.32M Sell
31,284
-2,418
-7% -$108K 0.32% 57
2020
Q4 		$1.58M Buy
33,702
+26,986
+402% +$1.05M 0.4% 50
2020
Q3 		$239K Buy
6,716
+168
+3% +$5.95K 0.08% 143
2020
Q2 		$235K Buy
+6,548
New +$197K 0.08% 139

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

World Investment Advisors's ESGE Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.8% in Q2 2026, selling an estimated $14.5K and leaving 15,114 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #825.

World Investment Advisors first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2020. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • World Investment Advisors held 15,114 shares of iShares ESG Aware MSCI EM ETF worth $692K as of Q2 2026.
  • World Investment Advisors sold 277 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $14.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #825 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • World Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.58M in Q4 2020.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.