Aaron Wealth Advisors
ESGE icon

Aaron Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Aaron Wealth 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
Q3 		$840K Buy
15,506
+9,287
+149% +$494K 0.04% 298
2026
Q2 		$340K Sell
6,219
-404
-6% -$21.1K 0.02% 540
2026
Q1 		$301K Sell
6,623
-2
-0% -$95 0.02% 556
2025
Q4 		$293K Sell
6,625
-1,514
-19% -$66.8K 0.02% 574
2025
Q3 		$353K Buy
8,139
+489
+6% +$20K 0.02% 494
2025
Q2 		$300K Buy
7,650
+47
+0.6% +$1.7K 0.03% 358
2025
Q1 		$266K Sell
7,603
-807
-10% -$28.1K 0.03% 360
2024
Q4 		$281K Buy
8,410
+86
+1% +$3.03K 0.03% 331
2024
Q3 		$303K Hold
8,324
– – 0.04% 303
2024
Q2 		$279K Sell
8,324
-1,145
-12% -$37.7K 0.04% 249
2024
Q1 		$305K Buy
+9,469
New +$298K 0.04% 219
2022
Q4 		– Sell
-7,591
Closed -$210K – 250
2022
Q3 		$210K Sell
7,591
-4,740
-38% -$148K 0.04% 204
2022
Q2 		$398K Buy
12,331
+2,005
+19% +$68K 0.1% 119
2022
Q1 		$379K Buy
10,326
+47
+0.5% +$1.8K 0.09% 134
2021
Q4 		$408K Buy
10,279
+245
+2% +$10.1K 0.11% 118
2021
Q3 		$415K Hold
10,034
– – 0.12% 103
2021
Q2 		$453K Buy
10,034
+4,740
+90% +$210K 0.15% 97
2021
Q1 		$229K Buy
+5,294
New +$235K 0.08% 137

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors's ESGE Position: Q3 2026 in Review

Aaron Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 149% in Q3 2026, buying an estimated $494K and bringing the position to 15,506 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #298.

Aaron Wealth Advisors first reported a position in ESGE in Q1 2021 and has held it in 18 quarters since. 204 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Aaron Wealth Advisors held 15,506 shares of iShares ESG Aware MSCI EM ETF worth $840K as of Q3 2026.
  • Aaron Wealth Advisors bought 9,287 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $494K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #298 holding.
  • Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 18 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.