4FG
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

4Thought Financial Group's ESGE Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.5% in Q2 2026, selling an estimated $1.99K and leaving 1,487 shares worth $81.3K. 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 22 quarters since. 338 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • 4Thought Financial Group held 1,487 shares of iShares ESG Aware MSCI EM ETF worth $81.3K as of Q2 2026.
  • 4Thought Financial Group sold 38 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.99K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of 4Thought Financial Group's portfolio in Q2 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 22 quarters since.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.