4Thought Financial Group
ESGE icon

4Thought Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

4Thought Financial Group’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
Q3 		$81K Buy
1,496
+9
+0.6% +$479 0.04% 61
2026
Q2 		$81.3K Sell
1,487
-38
-2% -$1.99K 0.04% 61
2026
Q1 		$69.3K Sell
1,525
-133
-8% -$6.29K 0.03% 65
2025
Q4 		$73.2K Sell
1,658
-106
-6% -$4.67K 0.04% 56
2025
Q3 		$76.6K Sell
1,764
-91
-5% -$3.71K 0.04% 56
2025
Q2 		$72.6K Sell
1,855
-48
-3% -$1.74K 0.04% 56
2025
Q1 		$66.5K Sell
1,903
-45
-2% -$1.57K 0.04% 55
2024
Q4 		$65K Sell
1,948
-103
-5% -$3.63K 0.04% 56
2024
Q3 		$74.7K Buy
2,051
+60
+3% +$2.05K 0.05% 56
2024
Q2 		$66.8K Sell
1,991
-105
-5% -$3.46K 0.04% 59
2024
Q1 		$67.6K Buy
2,096
+918
+78% +$28.9K 0.04% 59
2023
Q4 		$37.8K Buy
1,178
+370
+46% +$11.4K 0.03% 64
2023
Q3 		$24.5K Buy
808
+2
+0.2% +$63 0.02% 59
2023
Q2 		$25.5K Buy
806
+18
+2% +$565 0.02% 59
2023
Q1 		$24.8K Sell
788
-32
-4% -$1.01K 0.02% 61
2022
Q4 		$25K Buy
820
+41
+5% +$1.2K 0.02% 60
2022
Q3 		$22K Buy
779
+46
+6% +$1.44K 0.02% 65
2022
Q2 		$24K Sell
733
-7
-0.9% -$237 0.02% 68
2022
Q1 		$27K Buy
740
+36
+5% +$1.38K 0.02% 64
2021
Q4 		$28K Buy
704
+66
+10% +$2.72K 0.02% 65
2021
Q3 		$26K Buy
638
+54
+9% +$2.31K 0.02% 65
2021
Q2 		$26K Hold
584
– – 0.02% 66
2021
Q1 		$25K Buy
+584
New +$26K 0.02% 73

Other funds holding ESGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

4Thought Financial Group's ESGE Position: Q3 2026 in Review

4Thought Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.61% in Q3 2026, buying an estimated $479 and bringing the position to 1,496 shares worth $81K. The position accounts for 0.04% of the portfolio, ranked #61.

4Thought Financial Group first reported a position in ESGE in Q1 2021 and has held it in 23 quarters since. The position peaked at $81.3K in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • 4Thought Financial Group held 1,496 shares of iShares ESG Aware MSCI EM ETF worth $81K as of Q3 2026.
  • 4Thought Financial Group bought 9 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $479.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of 4Thought Financial Group's portfolio in Q3 2026, its #61 holding.
  • 4Thought Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $81.3K in Q2 2026.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.