Apella Capital
ESGE icon

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

Apella Capital’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 		$3.96M Buy
72,532
+1,605
+2% +$85.5K 0.05% 201
2026
Q2 		$3.73M Sell
70,927
-460
-0.6% -$24K 0.05% 196
2026
Q1 		$3.64M Sell
71,387
-148
-0.2% -$7K 0.05% 198
2025
Q4 		$3.16M Buy
71,535
+2,261
+3% +$100K 0.06% 168
2025
Q3 		$3.05M Sell
69,274
-759
-1% -$31K 0.07% 155
2025
Q2 		$2.74M Buy
70,033
+1,324
+2% +$47.9K 0.07% 146
2025
Q1 		$2.27M Sell
68,709
-1,571
-2% -$54.7K 0.08% 129
2024
Q4 		$2.35M Buy
70,280
+2,168
+3% +$76.5K 0.09% 105
2024
Q3 		$2.55M Buy
68,112
+2,595
+4% +$88.6K 0.1% 91
2024
Q2 		$2.26M Buy
65,517
+1,954
+3% +$64.4K 0.1% 91
2024
Q1 		$2.09M Buy
63,563
+996
+2% +$31.4K 0.11% 92
2023
Q4 		$1.96M Sell
62,567
-3,773
-6% -$116K 0.11% 92
2023
Q3 		$2.01M Buy
66,340
+1,221
+2% +$38.7K 0.14% 85
2023
Q2 		$2.06M Buy
+65,119
New +$2.04M 0.15% 81
2022
Q4 		$1.79M Buy
59,478
+10,566
+22% +$310K 0.16% 77
2022
Q3 		$1.35M Buy
48,912
+8,277
+20% +$258K 0.16% 83
2022
Q2 		$1.31M Sell
40,635
-581
-1% -$19.7K 0.16% 87
2022
Q1 		$1.51M Buy
41,216
+7,920
+24% +$304K 0.21% 71
2021
Q4 		$1.32M Buy
33,296
+3,525
+12% +$145K 0.17% 77
2021
Q3 		$1.23M Buy
29,771
+3,177
+12% +$136K 0.18% 85
2021
Q2 		$1.2M Buy
26,594
+5,222
+24% +$231K 0.2% 82
2021
Q1 		$926K Buy
21,372
+11,540
+117% +$513K 0.29% 65
2020
Q4 		$413K Buy
+9,832
New +$383K 0.14% 88

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

Apella Capital's ESGE Position: Q3 2026 in Review

Apella Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.3% in Q3 2026, buying an estimated $85.5K and bringing the position to 72,532 shares worth $3.96M. The position accounts for 0.05% of the portfolio, ranked #201.

Apella Capital first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. 446 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Apella Capital held 72,532 shares of iShares ESG Aware MSCI EM ETF worth $3.96M as of Q3 2026.
  • Apella Capital bought 1,605 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $85.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #201 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.