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

Armbruster Capital Management’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	$268K	Sell	4,900 -100	-2%	-$5.23K	0.04%	116
2026 Q1	$227K	Buy	5,000 +200	+4%	+$9.46K	0.04%	126
2025 Q4	$212K	Hold	4,800	–	–	0.04%	129
2025 Q3	$208K	Buy	+4,800	New	+$196K	0.04%	130
2024 Q3	–	Sell	-6,000	Closed	-$201K	–	132
2024 Q2	$201K	Buy	+6,000	New	+$198K	0.04%	117

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Armbruster Capital Management's ESGE Position: Q2 2026 in Review

Armbruster Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q2 2026, selling an estimated $5.23K and leaving 4,900 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #116.

Armbruster Capital Management first reported a position in ESGE in Q2 2024 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Armbruster Capital Management held 4,900 shares of iShares ESG Aware MSCI EM ETF worth $268K as of Q2 2026.
Armbruster Capital Management sold 100 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.23K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Armbruster Capital Management's portfolio in Q2 2026, its #116 holding.
Armbruster Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.